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 | $30,573 | $73,004-58.1% | $90,749-66.3% | $68,494-55.4% |
| Participation rate | 72.3% | 70.8%+1.5pp | 75.7%-3.4pp | 67.9%+4.5pp |
| Annual return | -13.30% | -13.81%+0.5pp | -12.16%-1.1pp | -7.84%-5.5pp |
| Employer contribution / active EE | $810 | $2,193-63.0% | $2,921-72.3% | $2,596-68.8% |
| Participant deferral / active EE | $2,842 | $3,627-21.6% | $4,564-37.7% | $4,027-29.4% |
| Admin fee / account holder | $5,047 | $5,896-14.4% | $8,445-40.2% | $5,403-6.6% |