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 | $20,976 | $99,032-78.8% | $80,019-73.8% | $135,375-84.5% |
| Participation rate | 73.3% | 78.4%-5.0pp | 75.8%-2.5pp | 82.6%-9.3pp |
| Annual return | -7.33% | 15.39%-22.7pp | 11.22%-18.6pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,207 | $3,043-60.3% | $2,468-51.1% | $4,779-74.7% |
| Participant deferral / active EE | $2,902 | $4,282-32.2% | $3,686-21.3% | $5,609-48.3% |
| Admin fee / account holder | $2,838 | $10,436-72.8% | $6,521-56.5% | $10,827-73.8% |