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 | $23,417 | $42,894-45.4% | $60,874-61.5% | $68,494-65.8% |
| Participation rate | 98.6% | 66.8%+31.8pp | 73.1%+25.5pp | 67.9%+30.7pp |
| Annual return | -10.88% | -13.98%+3.1pp | 16.90%-27.8pp | -7.84%-3.0pp |
| Employer contribution / active EE | $731 | $1,978-63.0% | $2,701-72.9% | $2,596-71.8% |
| Participant deferral / active EE | $2,113 | $2,867-26.3% | $3,817-44.6% | $4,027-47.5% |
| Admin fee / account holder | $5,314 | $3,101+71.4% | $3,224+64.8% | $5,403-1.6% |