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 | $28,610 | $167,307-82.9% | $143,757-80.1% | $134,475-78.7% |
| Participation rate | 94.1% | 84.8%+9.3pp | 80.3%+13.8pp | 81.2%+12.9pp |
| Annual return | -16.61% | 0.46%-17.1pp | -0.04%-16.6pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,592 | $5,619-53.9% | $4,951-47.7% | $4,740-45.3% |
| Participant deferral / active EE | $4,271 | $6,446-33.7% | $5,637-24.2% | $6,400-33.3% |
| Admin fee / account holder | $1,486 | $18,088-91.8% | $14,673-89.9% | $11,426-87.0% |