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 | $21,425 | $73,867-71.0% | $143,757-85.1% | $68,494-68.7% |
| Participation rate | 75.6% | 66.7%+9.0pp | 80.3%-4.7pp | 67.9%+7.7pp |
| Annual return | -18.24% | 1.01%-19.2pp | -0.04%-18.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,339 | $3,184-57.9% | $4,951-73.0% | $2,596-48.4% |
| Participant deferral / active EE | $2,334 | $3,384-31.0% | $5,637-58.6% | $4,027-42.0% |
| Admin fee / account holder | $1,965 | $5,755-65.9% | $14,673-86.6% | $5,403-63.6% |