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 | $18,434 | $49,280-62.6% | $67,313-72.6% | $64,186-71.3% |
| Participation rate | 79.3% | 60.8%+18.5pp | 69.1%+10.2pp | 69.6%+9.7pp |
| Annual return | -5.66% | -1.39%-4.3pp | -4.08%-1.6pp | 7.63%-13.3pp |
| Employer contribution / active EE | $422 | $1,668-74.7% | $2,566-83.6% | $2,381-82.3% |
| Participant deferral / active EE | $2,072 | $2,484-16.6% | $3,568-41.9% | $3,470-40.3% |
| Admin fee / account holder | $1,969 | $3,863-49.0% | $4,507-56.3% | $4,888-59.7% |