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 | $38,841 | $81,900-52.6% | $119,609-67.5% | $68,494-43.3% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -17.12% | -23.82%+6.7pp | -14.97%-2.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,939 | $2,693-28.0% | $4,232-54.2% | $2,596-25.3% |
| Participant deferral / active EE | $2,531 | $4,148-39.0% | $5,602-54.8% | $4,027-37.1% |
| Admin fee / account holder | $3,228 | $6,582-51.0% | $10,323-68.7% | $5,403-40.3% |