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 | $13,642 | $42,383-67.8% | $76,523-82.2% | $64,186-78.7% |
| Participation rate | 73.1% | 58.1%+14.9pp | 68.0%+5.1pp | 69.6%+3.5pp |
| Annual return | -6.62% | -16.54%+9.9pp | -0.27%-6.4pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,216 | $1,563-22.2% | $2,647-54.1% | $2,381-48.9% |
| Participant deferral / active EE | $3,020 | $2,566+17.7% | $3,835-21.3% | $3,470-13.0% |
| Admin fee / account holder | $408 | $3,198-87.2% | $4,848-91.6% | $4,888-91.6% |