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 | $23,486 | $61,660-61.9% | $80,019-70.6% | $64,186-63.4% |
| Participation rate | 73.2% | 71.7%+1.5pp | 75.8%-2.7pp | 69.6%+3.6pp |
| Annual return | -7.55% | -0.33%-7.2pp | 11.22%-18.8pp | 7.63%-15.2pp |
| Employer contribution / active EE | $959 | $1,810-47.0% | $2,468-61.1% | $2,381-59.7% |
| Participant deferral / active EE | $2,115 | $2,968-28.7% | $3,686-42.6% | $3,470-39.0% |
| Admin fee / account holder | $1,303 | $5,417-75.9% | $6,521-80.0% | $4,888-73.3% |