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 | $34,625 | $81,900-57.7% | $119,609-71.1% | $68,494-49.4% |
| Participation rate | 92.3% | 71.9%+20.4pp | 79.3%+13.0pp | 67.9%+24.4pp |
| Annual return | -14.27% | -23.82%+9.5pp | -14.97%+0.7pp | -7.84%-6.4pp |
| Employer contribution / active EE | $1,043 | $2,693-61.3% | $4,232-75.3% | $2,596-59.8% |
| Participant deferral / active EE | $3,443 | $4,148-17.0% | $5,602-38.5% | $4,027-14.5% |
| Admin fee / account holder | $9,005 | $6,582+36.8% | $10,323-12.8% | $5,403+66.7% |