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 | $10,245 | $42,383-75.8% | $76,523-86.6% | $64,186-84.0% |
| Participation rate | 78.3% | 58.1%+20.1pp | 68.0%+10.3pp | 69.6%+8.7pp |
| Annual return | -6.78% | -16.54%+9.8pp | -0.27%-6.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $1,223 | $1,563-21.7% | $2,647-53.8% | $2,381-48.6% |
| Participant deferral / active EE | $1,546 | $2,566-39.8% | $3,835-59.7% | $3,470-55.4% |
| Admin fee / account holder | $788 | $3,198-75.4% | $4,848-83.8% | $4,888-83.9% |