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 | $17,302 | $42,894-59.7% | $60,874-71.6% | $68,494-74.7% |
| Participation rate | 89.0% | 66.8%+22.2pp | 73.1%+15.9pp | 67.9%+21.2pp |
| Annual return | -16.32% | -13.98%-2.3pp | 16.90%-33.2pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,906 | $1,978-3.6% | $2,701-29.4% | $2,596-26.6% |
| Participant deferral / active EE | $2,580 | $2,867-10.0% | $3,817-32.4% | $4,027-35.9% |
| Admin fee / account holder | $2,661 | $3,101-14.2% | $3,224-17.5% | $5,403-50.7% |