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 | $13,918 | $45,863-69.7% | $77,024-81.9% | $68,494-79.7% |
| Participation rate | 91.5% | 55.9%+35.6pp | 67.9%+23.6pp | 67.9%+23.6pp |
| Annual return | -18.51% | 1.72%-20.2pp | 42.32%-60.8pp | -7.84%-10.7pp |
| Employer contribution / active EE | $393 | $1,650-76.2% | $2,812-86.0% | $2,596-84.9% |
| Participant deferral / active EE | $1,438 | $2,962-51.4% | $4,426-67.5% | $4,027-64.3% |
| Admin fee / account holder | $892 | $3,041-70.7% | $5,425-83.6% | $5,403-83.5% |