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 | $21,239 | $49,280-56.9% | $67,313-68.4% | $64,186-66.9% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.1%+16.1pp | 69.6%+15.6pp |
| Annual return | -3.08% | -1.39%-1.7pp | -4.08%+1.0pp | 7.63%-10.7pp |
| Employer contribution / active EE | $1,963 | $1,668+17.7% | $2,566-23.5% | $2,381-17.6% |
| Participant deferral / active EE | $1,484 | $2,484-40.3% | $3,568-58.4% | $3,470-57.2% |
| Admin fee / account holder | $1,800 | $3,863-53.4% | $4,507-60.1% | $4,888-63.2% |