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 | $18,019 | $48,265-62.7% | $68,791-73.8% | $68,494-73.7% |
| Participation rate | 87.1% | 60.7%+26.4pp | 69.0%+18.1pp | 67.9%+19.2pp |
| Annual return | -15.26% | -12.71%-2.6pp | -6.38%-8.9pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,078 | $1,829-41.0% | $2,655-59.4% | $2,596-58.5% |
| Participant deferral / active EE | $1,593 | $2,867-44.4% | $3,941-59.6% | $4,027-60.4% |
| Admin fee / account holder | $379 | $4,355-91.3% | $4,932-92.3% | $5,403-93.0% |