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 5-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 | $39,059 | $42,894-8.9% | $60,874-35.8% | $68,494-43.0% |
| Participation rate | 91.8% | 66.8%+25.0pp | 73.1%+18.7pp | 67.9%+23.9pp |
| Annual return | -14.81% | -13.98%-0.8pp | 16.90%-31.7pp | -7.84%-7.0pp |
| Employer contribution / active EE | $976 | $1,978-50.7% | $2,701-63.9% | $2,596-62.4% |
| Participant deferral / active EE | $3,997 | $2,867+39.4% | $3,817+4.7% | $4,027-0.7% |
| Admin fee / account holder | $2,554 | $3,101-17.6% | $3,224-20.8% | $5,403-52.7% |