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 | $28,587 | $56,357-49.3% | $104,294-72.6% | $68,494-58.3% |
| Participation rate | 96.4% | 63.3%+33.2pp | 73.3%+23.2pp | 67.9%+28.5pp |
| Annual return | -13.30% | -9.19%-4.1pp | 24.61%-37.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $1,801 | $1,960-8.1% | $3,372-46.6% | $2,596-30.6% |
| Participant deferral / active EE | $1,610 | $3,077-47.7% | $4,625-65.2% | $4,027-60.0% |
| Admin fee / account holder | $2,194 | $4,903-55.3% | $7,339-70.1% | $5,403-59.4% |