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 | $34,842 | $54,350-35.9% | $82,719-57.9% | $68,494-49.1% |
| Participation rate | 82.6% | 63.9%+18.7pp | 72.6%+10.1pp | 67.9%+14.7pp |
| Annual return | -11.53% | -13.67%+2.1pp | 701.18%-712.7pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,119 | $2,218-49.6% | $3,009-62.8% | $2,596-56.9% |
| Participant deferral / active EE | $2,593 | $3,246-20.1% | $4,395-41.0% | $4,027-35.6% |
| Admin fee / account holder | $2,122 | $4,395-51.7% | $5,329-60.2% | $5,403-60.7% |