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 9-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 | $36,408 | $71,883-49.4% | $86,677-58.0% | $68,494-46.8% |
| Participation rate | 70.0% | 72.2%-2.2pp | 76.6%-6.6pp | 67.9%+2.1pp |
| Annual return | -17.56% | 3.52%-21.1pp | 35.91%-53.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $935 | $2,173-57.0% | $2,836-67.0% | $2,596-64.0% |
| Participant deferral / active EE | $2,095 | $3,779-44.6% | $4,656-55.0% | $4,027-48.0% |
| Admin fee / account holder | $1,798 | $6,112-70.6% | $7,493-76.0% | $5,403-66.7% |