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 | $40,363 | $53,162-24.1% | $91,220-55.8% | $68,494-41.1% |
| Participation rate | 89.3% | 63.2%+26.1pp | 73.2%+16.1pp | 67.9%+21.4pp |
| Annual return | -15.27% | -3.14%-12.1pp | 114.01%-129.3pp | -7.84%-7.4pp |
| Employer contribution / active EE | $843 | $1,709-50.7% | $2,850-70.4% | $2,596-67.5% |
| Participant deferral / active EE | $2,834 | $2,974-4.7% | $4,234-33.1% | $4,027-29.6% |
| Admin fee / account holder | $17,607 | $4,493+291.8% | $5,420+224.9% | $5,403+225.9% |