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 | $14,016 | $42,383-66.9% | $76,523-81.7% | $64,186-78.2% |
| Participation rate | 97.4% | 58.1%+39.3pp | 68.0%+29.4pp | 69.6%+27.9pp |
| Annual return | 17.79% | -16.54%+34.3pp | -0.27%+18.1pp | 7.63%+10.2pp |
| Employer contribution / active EE | $1,590 | $1,563+1.7% | $2,647-39.9% | $2,381-33.2% |
| Participant deferral / active EE | $0 | $2,566-100.0% | $3,835-100.0% | $3,470-100.0% |
| Admin fee / account holder | $307 | $3,198-90.4% | $4,848-93.7% | $4,888-93.7% |