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 | $24,013 | $42,383-43.3% | $76,523-68.6% | $64,186-62.6% |
| Participation rate | 77.1% | 58.1%+18.9pp | 68.0%+9.1pp | 69.6%+7.5pp |
| Annual return | -5.38% | -16.54%+11.2pp | -0.27%-5.1pp | 7.63%-13.0pp |
| Employer contribution / active EE | $569 | $1,563-63.6% | $2,647-78.5% | $2,381-76.1% |
| Participant deferral / active EE | $1,339 | $2,566-47.8% | $3,835-65.1% | $3,470-61.4% |
| Admin fee / account holder | $474 | $3,198-85.2% | $4,848-90.2% | $4,888-90.3% |