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 | $26,523 | $158,817-83.3% | $121,196-78.1% | $135,375-80.4% |
| Participation rate | 88.2% | 79.3%+8.9pp | 71.7%+16.5pp | 82.6%+5.6pp |
| Annual return | -7.93% | -0.64%-7.3pp | 16.93%-24.9pp | 519.73%-527.7pp |
| Employer contribution / active EE | $989 | $5,665-82.5% | $4,022-75.4% | $4,779-79.3% |
| Participant deferral / active EE | $1,895 | $4,005-52.7% | $3,344-43.3% | $5,609-66.2% |
| Admin fee / account holder | $5,383 | $6,512-17.3% | $5,019+7.2% | $10,827-50.3% |