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 | $18,148 | $54,229-66.5% | $70,092-74.1% | $68,494-73.5% |
| Participation rate | 92.0% | 64.5%+27.5pp | 70.5%+21.5pp | 67.9%+24.1pp |
| Annual return | -13.21% | -13.87%+0.7pp | 190.73%-203.9pp | -7.84%-5.4pp |
| Employer contribution / active EE | $883 | $2,018-56.2% | $2,559-65.5% | $2,596-66.0% |
| Participant deferral / active EE | $1,786 | $2,956-39.6% | $3,849-53.6% | $4,027-55.7% |
| Admin fee / account holder | $2,323 | $4,694-50.5% | $6,267-62.9% | $5,403-57.0% |