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 | $32,620 | $64,707-49.6% | $112,228-70.9% | $68,494-52.4% |
| Participation rate | 90.7% | 67.2%+23.5pp | 75.1%+15.6pp | 67.9%+22.8pp |
| Annual return | -16.48% | -11.40%-5.1pp | 27.45%-43.9pp | -7.84%-8.6pp |
| Employer contribution / active EE | $1,135 | $2,746-58.7% | $3,635-68.8% | $2,596-56.3% |
| Participant deferral / active EE | $1,984 | $3,565-44.4% | $4,728-58.0% | $4,027-50.7% |
| Admin fee / account holder | $2,375 | $5,232-54.6% | $6,410-63.0% | $5,403-56.0% |