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 | $10,702 | $42,894-75.0% | $60,874-82.4% | $68,494-84.4% |
| Participation rate | 97.4% | 66.8%+30.6pp | 73.1%+24.3pp | 67.9%+29.5pp |
| Annual return | -17.35% | -13.98%-3.4pp | 16.90%-34.2pp | -7.84%-9.5pp |
| Employer contribution / active EE | $1,286 | $1,978-35.0% | $2,701-52.4% | $2,596-50.5% |
| Participant deferral / active EE | $1,779 | $2,867-38.0% | $3,817-53.4% | $4,027-55.8% |
| Admin fee / account holder | $2,442 | $3,101-21.2% | $3,224-24.3% | $5,403-54.8% |