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 | $28,209 | $54,726-48.5% | $68,793-59.0% | $64,186-56.1% |
| Participation rate | 100.0% | 68.0%+32.0pp | 72.2%+27.8pp | 69.6%+30.4pp |
| Annual return | -1.63% | -1.62%0pp | -4.63%+3.0pp | 7.63%-9.3pp |
| Employer contribution / active EE | $825 | $1,846-55.3% | $2,625-68.6% | $2,381-65.3% |
| Participant deferral / active EE | $1,112 | $2,626-57.6% | $3,311-66.4% | $3,470-67.9% |
| Admin fee / account holder | $1,500 | $4,027-62.8% | $5,131-70.8% | $4,888-69.3% |