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 | $14,543 | $42,894-66.1% | $60,874-76.1% | $68,494-78.8% |
| Participation rate | 87.9% | 66.8%+21.1pp | 73.1%+14.8pp | 67.9%+20.0pp |
| Annual return | -7.52% | -13.98%+6.5pp | 16.90%-24.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $607 | $1,978-69.3% | $2,701-77.5% | $2,596-76.6% |
| Participant deferral / active EE | $1,023 | $2,867-64.3% | $3,817-73.2% | $4,027-74.6% |
| Admin fee / account holder | $566 | $3,101-81.8% | $3,224-82.5% | $5,403-89.5% |