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 | $33,305 | $54,229-38.6% | $70,092-52.5% | $68,494-51.4% |
| Participation rate | 77.8% | 64.5%+13.3pp | 70.5%+7.3pp | 67.9%+9.9pp |
| Annual return | -2.77% | -13.87%+11.1pp | 190.73%-193.5pp | -7.84%+5.1pp |
| Employer contribution / active EE | $494 | $2,018-75.5% | $2,559-80.7% | $2,596-81.0% |
| Participant deferral / active EE | $2,188 | $2,956-26.0% | $3,849-43.1% | $4,027-45.7% |
| Admin fee / account holder | $2,480 | $4,694-47.2% | $6,267-60.4% | $5,403-54.1% |