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 | $25,877 | $42,894-39.7% | $60,874-57.5% | $68,494-62.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -14.14% | -13.98%-0.2pp | 16.90%-31.0pp | -7.84%-6.3pp |
| Employer contribution / active EE | $531 | $1,978-73.2% | $2,701-80.3% | $2,596-79.6% |
| Participant deferral / active EE | $1,062 | $2,867-63.0% | $3,817-72.2% | $4,027-73.6% |
| Admin fee / account holder | $1,326 | $3,101-57.2% | $3,224-58.9% | $5,403-75.5% |