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 | $25,287 | $73,004-65.4% | $90,749-72.1% | $68,494-63.1% |
| Participation rate | 78.0% | 70.8%+7.2pp | 75.7%+2.4pp | 67.9%+10.2pp |
| Annual return | -18.28% | -13.81%-4.5pp | -12.16%-6.1pp | -7.84%-10.4pp |
| Employer contribution / active EE | $595 | $2,193-72.9% | $2,921-79.6% | $2,596-77.1% |
| Participant deferral / active EE | $2,655 | $3,627-26.8% | $4,564-41.8% | $4,027-34.1% |
| Admin fee / account holder | $972 | $5,896-83.5% | $8,445-88.5% | $5,403-82.0% |