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 | $36,229 | $42,894-15.5% | $60,874-40.5% | $68,494-47.1% |
| Participation rate | 74.4% | 66.8%+7.6pp | 73.1%+1.2pp | 67.9%+6.5pp |
| Annual return | -17.71% | -13.98%-3.7pp | 16.90%-34.6pp | -7.84%-9.9pp |
| Employer contribution / active EE | $947 | $1,978-52.1% | $2,701-65.0% | $2,596-63.5% |
| Participant deferral / active EE | $3,142 | $2,867+9.6% | $3,817-17.7% | $4,027-22.0% |
| Admin fee / account holder | $2,733 | $3,101-11.8% | $3,224-15.2% | $5,403-49.4% |