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 | $15,188 | $40,256-62.3% | $57,343-73.5% | $59,632-74.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 75.1%+24.9pp | 68.7%+31.3pp |
| Annual return | -1.73% | 27.49%-29.2pp | 24.39%-26.1pp | 2041.28%-2043.0pp |
| Employer contribution / active EE | $959 | $1,922-50.1% | $2,689-64.3% | $2,203-56.5% |
| Participant deferral / active EE | $1,430 | $2,399-40.4% | $3,162-54.8% | $3,192-55.2% |
| Admin fee / account holder | $2,113 | $2,818-25.0% | $3,356-37.0% | $4,297-50.8% |