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 | $16,676 | $48,265-65.5% | $68,791-75.8% | $68,494-75.7% |
| Participation rate | 83.3% | 60.7%+22.7pp | 69.0%+14.3pp | 67.9%+15.4pp |
| Annual return | -13.97% | -12.71%-1.3pp | -6.38%-7.6pp | -7.84%-6.1pp |
| Employer contribution / active EE | $1,131 | $1,829-38.2% | $2,655-57.4% | $2,596-56.4% |
| Participant deferral / active EE | $979 | $2,867-65.8% | $3,941-75.2% | $4,027-75.7% |
| Admin fee / account holder | $1,072 | $4,355-75.4% | $4,932-78.3% | $5,403-80.2% |