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 | $35,724 | $81,900-56.4% | $119,609-70.1% | $68,494-47.8% |
| Participation rate | 83.3% | 71.9%+11.4pp | 79.3%+4.1pp | 67.9%+15.4pp |
| Annual return | -15.10% | -23.82%+8.7pp | -14.97%-0.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $703 | $2,693-73.9% | $4,232-83.4% | $2,596-72.9% |
| Participant deferral / active EE | $2,638 | $4,148-36.4% | $5,602-52.9% | $4,027-34.5% |
| Admin fee / account holder | $4,756 | $6,582-27.7% | $10,323-53.9% | $5,403-12.0% |