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 | $17,843 | $49,280-63.8% | $67,313-73.5% | $64,186-72.2% |
| Participation rate | 86.2% | 60.8%+25.4pp | 69.1%+17.1pp | 69.6%+16.6pp |
| Annual return | -6.36% | -1.39%-5.0pp | -4.08%-2.3pp | 7.63%-14.0pp |
| Employer contribution / active EE | $276 | $1,668-83.5% | $2,566-89.3% | $2,381-88.4% |
| Participant deferral / active EE | $2,011 | $2,484-19.1% | $3,568-43.6% | $3,470-42.0% |
| Admin fee / account holder | $1,351 | $3,863-65.0% | $4,507-70.0% | $4,888-72.4% |