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 | $33,907 | $53,162-36.2% | $91,220-62.8% | $68,494-50.5% |
| Participation rate | 77.5% | 63.2%+14.3pp | 73.2%+4.3pp | 67.9%+9.6pp |
| Annual return | -13.96% | -3.14%-10.8pp | 114.01%-128.0pp | -7.84%-6.1pp |
| Employer contribution / active EE | $2,073 | $1,709+21.3% | $2,850-27.2% | $2,596-20.1% |
| Participant deferral / active EE | $4,077 | $2,974+37.1% | $4,234-3.7% | $4,027+1.2% |
| Admin fee / account holder | $17,283 | $4,493+284.6% | $5,420+218.9% | $5,403+219.9% |