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 | $13,534 | $42,894-68.4% | $60,874-77.8% | $68,494-80.2% |
| Participation rate | 89.3% | 66.8%+22.5pp | 73.1%+16.2pp | 67.9%+21.4pp |
| Annual return | -18.44% | -13.98%-4.5pp | 16.90%-35.3pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,993 | $1,978+0.7% | $2,701-26.2% | $2,596-23.2% |
| Participant deferral / active EE | $2,395 | $2,867-16.5% | $3,817-37.2% | $4,027-40.5% |
| Admin fee / account holder | $1,259 | $3,101-59.4% | $3,224-61.0% | $5,403-76.7% |