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 6-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 | $36,463 | $71,883-49.3% | $86,677-57.9% | $68,494-46.8% |
| Participation rate | 70.3% | 72.2%-2.0pp | 76.6%-6.3pp | 67.9%+2.4pp |
| Annual return | -15.20% | 3.52%-18.7pp | 35.91%-51.1pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,225 | $2,173-43.6% | $2,836-56.8% | $2,596-52.8% |
| Participant deferral / active EE | $2,204 | $3,779-41.7% | $4,656-52.7% | $4,027-45.3% |
| Admin fee / account holder | $2,626 | $6,112-57.0% | $7,493-65.0% | $5,403-51.4% |