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 | $39,396 | $42,894-8.2% | $60,874-35.3% | $68,494-42.5% |
| Participation rate | 82.3% | 66.8%+15.5pp | 73.1%+9.2pp | 67.9%+14.4pp |
| Annual return | -12.31% | -13.98%+1.7pp | 16.90%-29.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,131 | $1,978-42.8% | $2,701-58.1% | $2,596-56.4% |
| Participant deferral / active EE | $1,722 | $2,867-39.9% | $3,817-54.9% | $4,027-57.2% |
| Admin fee / account holder | $8,034 | $3,101+159.1% | $3,224+149.2% | $5,403+48.7% |