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 | $19,925 | $42,383-53.0% | $76,523-74.0% | $64,186-69.0% |
| Participation rate | 70.8% | 58.1%+12.7pp | 68.0%+2.8pp | 69.6%+1.3pp |
| Annual return | -8.05% | -16.54%+8.5pp | -0.27%-7.8pp | 7.63%-15.7pp |
| Employer contribution / active EE | $386 | $1,563-75.3% | $2,647-85.4% | $2,381-83.8% |
| Participant deferral / active EE | $1,992 | $2,566-22.4% | $3,835-48.1% | $3,470-42.6% |
| Admin fee / account holder | $1,086 | $3,198-66.0% | $4,848-77.6% | $4,888-77.8% |