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 | $29,313 | $42,383-30.8% | $76,523-61.7% | $64,186-54.3% |
| Participation rate | 73.6% | 58.1%+15.4pp | 68.0%+5.6pp | 69.6%+4.0pp |
| Annual return | -8.73% | -16.54%+7.8pp | -0.27%-8.5pp | 7.63%-16.4pp |
| Employer contribution / active EE | $965 | $1,563-38.3% | $2,647-63.6% | $2,381-59.5% |
| Participant deferral / active EE | $3,813 | $2,566+48.6% | $3,835-0.6% | $3,470+9.9% |
| Admin fee / account holder | $7,789 | $3,198+143.6% | $4,848+60.7% | $4,888+59.4% |