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 8-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 | $34,992 | $48,265-27.5% | $68,791-49.1% | $68,494-48.9% |
| Participation rate | 72.4% | 60.7%+11.7pp | 69.0%+3.4pp | 67.9%+4.5pp |
| Annual return | -11.58% | -12.71%+1.1pp | -6.38%-5.2pp | -7.84%-3.7pp |
| Employer contribution / active EE | $1,348 | $1,829-26.3% | $2,655-49.2% | $2,596-48.1% |
| Participant deferral / active EE | $3,220 | $2,867+12.3% | $3,941-18.3% | $4,027-20.1% |
| Admin fee / account holder | $10,395 | $4,355+138.7% | $4,932+110.8% | $5,403+92.4% |