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 | $23,184 | $48,265-52.0% | $68,791-66.3% | $68,494-66.2% |
| Participation rate | 87.3% | 60.7%+26.6pp | 69.0%+18.3pp | 67.9%+19.4pp |
| Annual return | -10.67% | -12.71%+2.0pp | -6.38%-4.3pp | -7.84%-2.8pp |
| Employer contribution / active EE | $496 | $1,829-72.9% | $2,655-81.3% | $2,596-80.9% |
| Participant deferral / active EE | $2,922 | $2,867+1.9% | $3,941-25.9% | $4,027-27.4% |
| Admin fee / account holder | $2,683 | $4,355-38.4% | $4,932-45.6% | $5,403-50.3% |