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 | $16,806 | $42,383-60.3% | $76,523-78.0% | $64,186-73.8% |
| Participation rate | 79.2% | 58.1%+21.0pp | 68.0%+11.2pp | 69.6%+9.6pp |
| Annual return | -6.77% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,600 | $1,563+2.3% | $2,647-39.6% | $2,381-32.8% |
| Participant deferral / active EE | $1,479 | $2,566-42.4% | $3,835-61.5% | $3,470-57.4% |
| Admin fee / account holder | $702 | $3,198-78.0% | $4,848-85.5% | $4,888-85.6% |