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 | $38,578 | $48,265-20.1% | $68,791-43.9% | $68,494-43.7% |
| Participation rate | 93.2% | 60.7%+32.5pp | 69.0%+24.2pp | 67.9%+25.3pp |
| Annual return | -14.76% | -12.71%-2.1pp | -6.38%-8.4pp | -7.84%-6.9pp |
| Employer contribution / active EE | $1,093 | $1,829-40.2% | $2,655-58.8% | $2,596-57.9% |
| Participant deferral / active EE | $3,195 | $2,867+11.4% | $3,941-18.9% | $4,027-20.7% |
| Admin fee / account holder | $17,134 | $4,355+293.4% | $4,932+247.4% | $5,403+217.1% |