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 | $33,383 | $48,265-30.8% | $68,791-51.5% | $68,494-51.3% |
| Participation rate | 75.0% | 60.7%+14.3pp | 69.0%+6.0pp | 67.9%+7.1pp |
| Annual return | -12.05% | -12.71%+0.7pp | -6.38%-5.7pp | -7.84%-4.2pp |
| Employer contribution / active EE | $1,073 | $1,829-41.3% | $2,655-59.6% | $2,596-58.7% |
| Participant deferral / active EE | $1,674 | $2,867-41.6% | $3,941-57.5% | $4,027-58.4% |
| Admin fee / account holder | $960 | $4,355-78.0% | $4,932-80.5% | $5,403-82.2% |