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 | $41,734 | $81,900-49.0% | $119,609-65.1% | $68,494-39.1% |
| Participation rate | 81.5% | 71.9%+9.6pp | 79.3%+2.2pp | 67.9%+13.6pp |
| Annual return | -11.89% | -23.82%+11.9pp | -14.97%+3.1pp | -7.84%-4.0pp |
| Employer contribution / active EE | $1,213 | $2,693-55.0% | $4,232-71.3% | $2,596-53.3% |
| Participant deferral / active EE | $2,314 | $4,148-44.2% | $5,602-58.7% | $4,027-42.6% |
| Admin fee / account holder | $11,839 | $6,582+79.9% | $10,323+14.7% | $5,403+119.1% |