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 | $39,597 | $48,265-18.0% | $68,791-42.4% | $68,494-42.2% |
| Participation rate | 78.4% | 60.7%+17.7pp | 69.0%+9.4pp | 67.9%+10.5pp |
| Annual return | -13.99% | -12.71%-1.3pp | -6.38%-7.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $843 | $1,829-53.9% | $2,655-68.2% | $2,596-67.5% |
| Participant deferral / active EE | $2,234 | $2,867-22.1% | $3,941-43.3% | $4,027-44.5% |
| Admin fee / account holder | $3,800 | $4,355-12.8% | $4,932-23.0% | $5,403-29.7% |