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 | $25,776 | $59,805-56.9% | $79,550-67.6% | $68,494-62.4% |
| Participation rate | 73.1% | 61.1%+12.0pp | 69.5%+3.6pp | 67.9%+5.2pp |
| Annual return | -19.26% | -12.30%-7.0pp | 0.16%-19.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,031 | $1,505-31.5% | $2,413-57.3% | $2,596-60.3% |
| Participant deferral / active EE | $4,006 | $3,024+32.5% | $3,985+0.5% | $4,027-0.5% |
| Admin fee / account holder | $3,149 | $4,835-34.9% | $6,832-53.9% | $5,403-41.7% |