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 | $16,015 | $49,280-67.5% | $67,313-76.2% | $64,186-75.0% |
| Participation rate | 80.4% | 60.8%+19.7pp | 69.1%+11.4pp | 69.6%+10.9pp |
| Annual return | -7.44% | -1.39%-6.1pp | -4.08%-3.4pp | 7.63%-15.1pp |
| Employer contribution / active EE | $1,875 | $1,668+12.4% | $2,566-26.9% | $2,381-21.2% |
| Participant deferral / active EE | $2,271 | $2,484-8.6% | $3,568-36.4% | $3,470-34.5% |
| Admin fee / account holder | $2,575 | $3,863-33.3% | $4,507-42.9% | $4,888-47.3% |