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 | $35,233 | $64,707-45.6% | $112,228-68.6% | $68,494-48.6% |
| Participation rate | 81.1% | 67.2%+13.9pp | 75.1%+6.0pp | 67.9%+13.2pp |
| Annual return | -19.20% | -11.40%-7.8pp | 27.45%-46.6pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,081 | $2,746-60.6% | $3,635-70.3% | $2,596-58.4% |
| Participant deferral / active EE | $3,020 | $3,565-15.3% | $4,728-36.1% | $4,027-25.0% |
| Admin fee / account holder | $396 | $5,232-92.4% | $6,410-93.8% | $5,403-92.7% |