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 | $19,503 | $25,979-24.9% | $71,735-72.8% | $68,494-71.5% |
| Participation rate | 80.0% | 54.5%+25.5pp | 62.3%+17.7pp | 67.9%+12.1pp |
| Annual return | -16.34% | -15.10%-1.2pp | 9.14%-25.5pp | -7.84%-8.5pp |
| Employer contribution / active EE | $673 | $900-25.3% | $1,704-60.5% | $2,596-74.1% |
| Participant deferral / active EE | $1,681 | $1,522+10.4% | $2,658-36.8% | $4,027-58.3% |
| Admin fee / account holder | $553 | $2,022-72.6% | $3,974-86.1% | $5,403-89.8% |