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 | $15,165 | $42,383-64.2% | $76,523-80.2% | $64,186-76.4% |
| Participation rate | 97.8% | 58.1%+39.6pp | 68.0%+29.8pp | 69.6%+28.2pp |
| Annual return | -7.02% | -16.54%+9.5pp | -0.27%-6.8pp | 7.63%-14.7pp |
| Employer contribution / active EE | $1,032 | $1,563-34.0% | $2,647-61.0% | $2,381-56.6% |
| Participant deferral / active EE | $1,357 | $2,566-47.1% | $3,835-64.6% | $3,470-60.9% |
| Admin fee / account holder | $918 | $3,198-71.3% | $4,848-81.1% | $4,888-81.2% |