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 | $20,097 | $49,280-59.2% | $67,313-70.1% | $64,186-68.7% |
| Participation rate | 85.2% | 60.8%+24.4pp | 69.1%+16.1pp | 69.6%+15.6pp |
| Annual return | -6.69% | -1.39%-5.3pp | -4.08%-2.6pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,798 | $1,668+7.7% | $2,566-29.9% | $2,381-24.5% |
| Participant deferral / active EE | $3,127 | $2,484+25.9% | $3,568-12.4% | $3,470-9.9% |
| Admin fee / account holder | $1,794 | $3,863-53.6% | $4,507-60.2% | $4,888-63.3% |