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 | $16,159 | $48,265-66.5% | $68,791-76.5% | $68,494-76.4% |
| Participation rate | 96.0% | 60.7%+35.3pp | 69.0%+27.0pp | 67.9%+28.1pp |
| Annual return | -18.52% | -12.71%-5.8pp | -6.38%-12.1pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,424 | $1,829-22.1% | $2,655-46.4% | $2,596-45.2% |
| Participant deferral / active EE | $2,055 | $2,867-28.3% | $3,941-47.8% | $4,027-49.0% |
| Admin fee / account holder | $1,027 | $4,355-76.4% | $4,932-79.2% | $5,403-81.0% |