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 | $35,875 | $64,707-44.6% | $112,228-68.0% | $68,494-47.6% |
| Participation rate | 75.9% | 67.2%+8.7pp | 75.1%+0.8pp | 67.9%+8.0pp |
| Annual return | -15.12% | -11.40%-3.7pp | 27.45%-42.6pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,276 | $2,746-53.5% | $3,635-64.9% | $2,596-50.8% |
| Participant deferral / active EE | $2,465 | $3,565-30.9% | $4,728-47.9% | $4,027-38.8% |
| Admin fee / account holder | $29,594 | $5,232+465.6% | $6,410+361.7% | $5,403+447.8% |