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 | $21,127 | $42,894-50.7% | $60,874-65.3% | $68,494-69.2% |
| Participation rate | 75.0% | 66.8%+8.2pp | 73.1%+1.9pp | 67.9%+7.1pp |
| Annual return | -17.46% | -13.98%-3.5pp | 16.90%-34.4pp | -7.84%-9.6pp |
| Employer contribution / active EE | $713 | $1,978-64.0% | $2,701-73.6% | $2,596-72.5% |
| Participant deferral / active EE | $1,097 | $2,867-61.7% | $3,817-71.3% | $4,027-72.8% |
| Admin fee / account holder | $2,080 | $3,101-32.9% | $3,224-35.5% | $5,403-61.5% |