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 10-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 | $37,922 | $42,894-11.6% | $60,874-37.7% | $68,494-44.6% |
| Participation rate | 96.3% | 66.8%+29.5pp | 73.1%+23.1pp | 67.9%+28.4pp |
| Annual return | -7.91% | -13.98%+6.1pp | 16.90%-24.8pp | -7.84%-0.1pp |
| Employer contribution / active EE | $1,510 | $1,978-23.7% | $2,701-44.1% | $2,596-41.8% |
| Participant deferral / active EE | $1,638 | $2,867-42.9% | $3,817-57.1% | $4,027-59.3% |
| Admin fee / account holder | $2,009 | $3,101-35.2% | $3,224-37.7% | $5,403-62.8% |