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 | $19,937 | $49,280-59.5% | $67,313-70.4% | $64,186-68.9% |
| Participation rate | 96.5% | 60.8%+35.7pp | 69.1%+27.4pp | 69.6%+26.9pp |
| Annual return | -8.25% | -1.39%-6.9pp | -4.08%-4.2pp | 7.63%-15.9pp |
| Employer contribution / active EE | $940 | $1,668-43.7% | $2,566-63.4% | $2,381-60.5% |
| Participant deferral / active EE | $1,827 | $2,484-26.5% | $3,568-48.8% | $3,470-47.4% |
| Admin fee / account holder | $1,663 | $3,863-56.9% | $4,507-63.1% | $4,888-66.0% |