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 | $19,707 | $56,357-65.0% | $104,294-81.1% | $68,494-71.2% |
| Participation rate | 75.6% | 63.3%+12.4pp | 73.3%+2.3pp | 67.9%+7.7pp |
| Annual return | -10.50% | -9.19%-1.3pp | 24.61%-35.1pp | -7.84%-2.7pp |
| Employer contribution / active EE | $994 | $1,960-49.3% | $3,372-70.5% | $2,596-61.7% |
| Participant deferral / active EE | $2,614 | $3,077-15.0% | $4,625-43.5% | $4,027-35.1% |
| Admin fee / account holder | $1,904 | $4,903-61.2% | $7,339-74.1% | $5,403-64.8% |