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 | $16,402 | $48,265-66.0% | $68,791-76.2% | $68,494-76.1% |
| Participation rate | 77.3% | 60.7%+16.6pp | 69.0%+8.2pp | 67.9%+9.4pp |
| Annual return | -19.04% | -12.71%-6.3pp | -6.38%-12.7pp | -7.84%-11.2pp |
| Employer contribution / active EE | $1,030 | $1,829-43.7% | $2,655-61.2% | $2,596-60.3% |
| Participant deferral / active EE | $2,356 | $2,867-17.8% | $3,941-40.2% | $4,027-41.5% |
| Admin fee / account holder | $1,428 | $4,355-67.2% | $4,932-71.0% | $5,403-73.6% |