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 | $24,106 | $64,707-62.7% | $112,228-78.5% | $68,494-64.8% |
| Participation rate | 97.3% | 67.2%+30.1pp | 75.1%+22.2pp | 67.9%+29.4pp |
| Annual return | -17.85% | -11.40%-6.4pp | 27.45%-45.3pp | -7.84%-10.0pp |
| Employer contribution / active EE | $1,202 | $2,746-56.2% | $3,635-66.9% | $2,596-53.7% |
| Participant deferral / active EE | $3,441 | $3,565-3.5% | $4,728-27.2% | $4,027-14.6% |
| Admin fee / account holder | $3,655 | $5,232-30.1% | $6,410-43.0% | $5,403-32.3% |