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 | $17,088 | $48,265-64.6% | $68,791-75.2% | $68,494-75.1% |
| Participation rate | 84.8% | 60.7%+24.2pp | 69.0%+15.8pp | 67.9%+17.0pp |
| Annual return | -12.92% | -12.71%-0.2pp | -6.38%-6.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $2,246 | $1,829+22.8% | $2,655-15.4% | $2,596-13.5% |
| Participant deferral / active EE | $3,271 | $2,867+14.1% | $3,941-17.0% | $4,027-18.8% |
| Admin fee / account holder | $1,828 | $4,355-58.0% | $4,932-62.9% | $5,403-66.2% |