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 | $38,068 | $42,894-11.3% | $60,874-37.5% | $68,494-44.4% |
| Participation rate | 93.9% | 66.8%+27.1pp | 73.1%+20.8pp | 67.9%+26.0pp |
| Annual return | -13.93% | -13.98%0pp | 16.90%-30.8pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,474 | $1,978-25.5% | $2,701-45.5% | $2,596-43.2% |
| Participant deferral / active EE | $4,527 | $2,867+57.9% | $3,817+18.6% | $4,027+12.4% |
| Admin fee / account holder | $4,422 | $3,101+42.6% | $3,224+37.2% | $5,403-18.1% |