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 | $40,967 | $53,162-22.9% | $91,220-55.1% | $68,494-40.2% |
| Participation rate | 91.2% | 63.2%+28.0pp | 73.2%+18.0pp | 67.9%+23.3pp |
| Annual return | -16.54% | -3.14%-13.4pp | 114.01%-130.6pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,201 | $1,709-29.8% | $2,850-57.9% | $2,596-53.7% |
| Participant deferral / active EE | $2,810 | $2,974-5.5% | $4,234-33.6% | $4,027-30.2% |
| Admin fee / account holder | $1,598 | $4,493-64.4% | $5,420-70.5% | $5,403-70.4% |