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 5-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 | $32,404 | $54,229-40.2% | $70,092-53.8% | $68,494-52.7% |
| Participation rate | 83.3% | 64.5%+18.8pp | 70.5%+12.9pp | 67.9%+15.4pp |
| Annual return | -12.15% | -13.87%+1.7pp | 190.73%-202.9pp | -7.84%-4.3pp |
| Employer contribution / active EE | $599 | $2,018-70.3% | $2,559-76.6% | $2,596-76.9% |
| Participant deferral / active EE | $1,248 | $2,956-57.8% | $3,849-67.6% | $4,027-69.0% |
| Admin fee / account holder | $1,936 | $4,694-58.8% | $6,267-69.1% | $5,403-64.2% |