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 | $26,621 | $73,004-63.5% | $90,749-70.7% | $68,494-61.1% |
| Participation rate | 95.8% | 70.8%+25.0pp | 75.7%+20.1pp | 67.9%+27.9pp |
| Annual return | -14.04% | -13.81%-0.2pp | -12.16%-1.9pp | -7.84%-6.2pp |
| Employer contribution / active EE | $1,374 | $2,193-37.3% | $2,921-52.9% | $2,596-47.1% |
| Participant deferral / active EE | $1,665 | $3,627-54.1% | $4,564-63.5% | $4,027-58.7% |
| Admin fee / account holder | $12,273 | $5,896+108.2% | $8,445+45.3% | $5,403+127.2% |