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 | $18,798 | $73,867-74.6% | $143,757-86.9% | $68,494-72.6% |
| Participation rate | 71.2% | 66.7%+4.5pp | 80.3%-9.1pp | 67.9%+3.3pp |
| Annual return | -16.06% | 1.01%-17.1pp | -0.04%-16.0pp | -7.84%-8.2pp |
| Employer contribution / active EE | $781 | $3,184-75.5% | $4,951-84.2% | $2,596-69.9% |
| Participant deferral / active EE | $1,789 | $3,384-47.1% | $5,637-68.3% | $4,027-55.6% |
| Admin fee / account holder | $1,101 | $5,755-80.9% | $14,673-92.5% | $5,403-79.6% |