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 | $37,862 | $42,894-11.7% | $60,874-37.8% | $68,494-44.7% |
| Participation rate | 80.5% | 66.8%+13.7pp | 73.1%+7.4pp | 67.9%+12.6pp |
| Annual return | -16.16% | -13.98%-2.2pp | 16.90%-33.1pp | -7.84%-8.3pp |
| Employer contribution / active EE | $1,991 | $1,978+0.6% | $2,701-26.3% | $2,596-23.3% |
| Participant deferral / active EE | $3,152 | $2,867+9.9% | $3,817-17.4% | $4,027-21.7% |
| Admin fee / account holder | $7,366 | $3,101+137.6% | $3,224+128.5% | $5,403+36.3% |