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 | $16,265 | $53,162-69.4% | $91,220-82.2% | $68,494-76.3% |
| Participation rate | 83.8% | 63.2%+20.6pp | 73.2%+10.6pp | 67.9%+15.9pp |
| Annual return | -3.08% | -3.14%+0.1pp | 114.01%-117.1pp | -7.84%+4.8pp |
| Employer contribution / active EE | $2,703 | $1,709+58.1% | $2,850-5.2% | $2,596+4.1% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,005 | $4,493-77.6% | $5,420-81.5% | $5,403-81.4% |