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 | $20,151 | $42,894-53.0% | $60,874-66.9% | $68,494-70.6% |
| Participation rate | 79.4% | 66.8%+12.6pp | 73.1%+6.3pp | 67.9%+11.5pp |
| Annual return | -17.83% | -13.98%-3.8pp | 16.90%-34.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $638 | $1,978-67.7% | $2,701-76.4% | $2,596-75.4% |
| Participant deferral / active EE | $1,153 | $2,867-59.8% | $3,817-69.8% | $4,027-71.4% |
| Admin fee / account holder | $956 | $3,101-69.2% | $3,224-70.3% | $5,403-82.3% |