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 | $13,153 | $48,265-72.7% | $68,791-80.9% | $68,494-80.8% |
| Participation rate | 76.3% | 60.7%+15.6pp | 69.0%+7.3pp | 67.9%+8.4pp |
| Annual return | -16.87% | -12.71%-4.2pp | -6.38%-10.5pp | -7.84%-9.0pp |
| Employer contribution / active EE | $977 | $1,829-46.6% | $2,655-63.2% | $2,596-62.4% |
| Participant deferral / active EE | $2,573 | $2,867-10.2% | $3,941-34.7% | $4,027-36.1% |
| Admin fee / account holder | $2,907 | $4,355-33.3% | $4,932-41.1% | $5,403-46.2% |