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 | $16,174 | $73,867-78.1% | $143,757-88.7% | $68,494-76.4% |
| Participation rate | 97.9% | 66.7%+31.2pp | 80.3%+17.6pp | 67.9%+30.0pp |
| Annual return | -16.56% | 1.01%-17.6pp | -0.04%-16.5pp | -7.84%-8.7pp |
| Employer contribution / active EE | $1,309 | $3,184-58.9% | $4,951-73.6% | $2,596-49.6% |
| Participant deferral / active EE | $1,263 | $3,384-62.7% | $5,637-77.6% | $4,027-68.6% |
| Admin fee / account holder | $1,476 | $5,755-74.3% | $14,673-89.9% | $5,403-72.7% |