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 | $36,907 | $48,265-23.5% | $68,791-46.3% | $68,494-46.1% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -15.22% | -12.71%-2.5pp | -6.38%-8.8pp | -7.84%-7.4pp |
| Employer contribution / active EE | $1,273 | $1,829-30.4% | $2,655-52.0% | $2,596-51.0% |
| Participant deferral / active EE | $2,785 | $2,867-2.9% | $3,941-29.3% | $4,027-30.9% |
| Admin fee / account holder | $890 | $4,355-79.6% | $4,932-82.0% | $5,403-83.5% |