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 | $37,178 | $64,707-42.5% | $112,228-66.9% | $68,494-45.7% |
| Participation rate | 71.4% | 67.2%+4.3pp | 75.1%-3.6pp | 67.9%+3.5pp |
| Annual return | -12.87% | -11.40%-1.5pp | 27.45%-40.3pp | -7.84%-5.0pp |
| Employer contribution / active EE | $1,329 | $2,746-51.6% | $3,635-63.4% | $2,596-48.8% |
| Participant deferral / active EE | $2,897 | $3,565-18.7% | $4,728-38.7% | $4,027-28.1% |
| Admin fee / account holder | $3,538 | $5,232-32.4% | $6,410-44.8% | $5,403-34.5% |