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 | $22,158 | $42,894-48.3% | $60,874-63.6% | $68,494-67.7% |
| Participation rate | 96.9% | 66.8%+30.1pp | 73.1%+23.8pp | 67.9%+29.0pp |
| Annual return | -17.90% | -13.98%-3.9pp | 16.90%-34.8pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,812 | $1,978-8.4% | $2,701-32.9% | $2,596-30.2% |
| Participant deferral / active EE | $6,341 | $2,867+121.2% | $3,817+66.1% | $4,027+57.5% |
| Admin fee / account holder | $1,975 | $3,101-36.3% | $3,224-38.8% | $5,403-63.4% |