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 | $31,839 | $53,162-40.1% | $91,220-65.1% | $68,494-53.5% |
| Participation rate | 74.4% | 63.2%+11.1pp | 73.2%+1.2pp | 67.9%+6.5pp |
| Annual return | -17.38% | -3.14%-14.2pp | 114.01%-131.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,167 | $1,709+26.8% | $2,850-24.0% | $2,596-16.5% |
| Participant deferral / active EE | $1,911 | $2,974-35.7% | $4,234-54.9% | $4,027-52.5% |
| Admin fee / account holder | $1,662 | $4,493-63.0% | $5,420-69.3% | $5,403-69.2% |