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 | $21,280 | $42,894-50.4% | $60,874-65.0% | $68,494-68.9% |
| Participation rate | 88.6% | 66.8%+21.8pp | 73.1%+15.5pp | 67.9%+20.7pp |
| Annual return | -13.56% | -13.98%+0.4pp | 16.90%-30.5pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,711 | $1,978-13.5% | $2,701-36.7% | $2,596-34.1% |
| Participant deferral / active EE | $972 | $2,867-66.1% | $3,817-74.5% | $4,027-75.9% |
| Admin fee / account holder | $2,408 | $3,101-22.3% | $3,224-25.3% | $5,403-55.4% |