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 | $13,078 | $42,894-69.5% | $60,874-78.5% | $68,494-80.9% |
| Participation rate | 70.2% | 66.8%+3.4pp | 73.1%-2.9pp | 67.9%+2.3pp |
| Annual return | 10.42% | -13.98%+24.4pp | 16.90%-6.5pp | -7.84%+18.3pp |
| Employer contribution / active EE | $558 | $1,978-71.8% | $2,701-79.3% | $2,596-78.5% |
| Participant deferral / active EE | $2,093 | $2,867-27.0% | $3,817-45.2% | $4,027-48.0% |
| Admin fee / account holder | $4,227 | $3,101+36.3% | $3,224+31.1% | $5,403-21.8% |