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 | $35,161 | $50,958-31.0% | $74,550-52.8% | $64,186-45.2% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -6.03% | -1.86%-4.2pp | 32.53%-38.6pp | 7.63%-13.7pp |
| Employer contribution / active EE | $1,061 | $1,115-4.8% | $1,961-45.9% | $2,381-55.4% |
| Participant deferral / active EE | $1,942 | $2,301-15.6% | $3,108-37.5% | $3,470-44.0% |
| Admin fee / account holder | $3,489 | $4,223-17.4% | $5,060-31.0% | $4,888-28.6% |