See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,958 | $46,674-35.8% | $117,472-74.5% | $68,494-56.3% |
| Participation rate | 82.9% | 56.8%+26.1pp | 70.6%+12.3pp | 67.9%+15.0pp |
| Annual return | -14.27% | -14.52%+0.2pp | 29.74%-44.0pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,297 | $1,505-13.8% | $4,176-68.9% | $2,596-50.0% |
| Participant deferral / active EE | $3,598 | $2,636+36.5% | $4,070-11.6% | $4,027-10.7% |
| Admin fee / account holder | $2,050 | $4,020-49.0% | $5,645-63.7% | $5,403-62.1% |