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 7-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 | $35,588 | $73,004-51.3% | $90,749-60.8% | $68,494-48.0% |
| Participation rate | 89.8% | 70.8%+19.0pp | 75.7%+14.1pp | 67.9%+21.9pp |
| Annual return | -16.07% | -13.81%-2.3pp | -12.16%-3.9pp | -7.84%-8.2pp |
| Employer contribution / active EE | $828 | $2,193-62.2% | $2,921-71.6% | $2,596-68.1% |
| Participant deferral / active EE | $2,985 | $3,627-17.7% | $4,564-34.6% | $4,027-25.9% |
| Admin fee / account holder | $2,024 | $5,896-65.7% | $8,445-76.0% | $5,403-62.5% |