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 | $36,629 | $81,900-55.3% | $119,609-69.4% | $68,494-46.5% |
| Participation rate | 81.3% | 71.9%+9.4pp | 79.3%+2.0pp | 67.9%+13.4pp |
| Annual return | -17.08% | -23.82%+6.7pp | -14.97%-2.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $1,369 | $2,693-49.2% | $4,232-67.6% | $2,596-47.3% |
| Participant deferral / active EE | $3,276 | $4,148-21.0% | $5,602-41.5% | $4,027-18.7% |
| Admin fee / account holder | $398 | $6,582-94.0% | $10,323-96.1% | $5,403-92.6% |