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 | $10,722 | $42,894-75.0% | $60,874-82.4% | $68,494-84.3% |
| Participation rate | 78.8% | 66.8%+12.0pp | 73.1%+5.7pp | 67.9%+10.9pp |
| Annual return | -15.74% | -13.98%-1.8pp | 16.90%-32.6pp | -7.84%-7.9pp |
| Employer contribution / active EE | $1,041 | $1,978-47.4% | $2,701-61.5% | $2,596-59.9% |
| Participant deferral / active EE | $2,654 | $2,867-7.4% | $3,817-30.5% | $4,027-34.1% |
| Admin fee / account holder | $854 | $3,101-72.5% | $3,224-73.5% | $5,403-84.2% |