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 | $32,631 | $73,004-55.3% | $90,749-64.0% | $68,494-52.4% |
| Participation rate | 81.3% | 70.8%+10.4pp | 75.7%+5.6pp | 67.9%+13.4pp |
| Annual return | -15.40% | -13.81%-1.6pp | -12.16%-3.2pp | -7.84%-7.6pp |
| Employer contribution / active EE | $877 | $2,193-60.0% | $2,921-70.0% | $2,596-66.2% |
| Participant deferral / active EE | $1,810 | $3,627-50.1% | $4,564-60.3% | $4,027-55.1% |
| Admin fee / account holder | $1,258 | $5,896-78.7% | $8,445-85.1% | $5,403-76.7% |