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 | $23,317 | $42,894-45.6% | $60,874-61.7% | $68,494-66.0% |
| Participation rate | 86.7% | 66.8%+19.9pp | 73.1%+13.6pp | 67.9%+18.8pp |
| Annual return | -14.19% | -13.98%-0.2pp | 16.90%-31.1pp | -7.84%-6.3pp |
| Employer contribution / active EE | $828 | $1,978-58.1% | $2,701-69.3% | $2,596-68.1% |
| Participant deferral / active EE | $1,760 | $2,867-38.6% | $3,817-53.9% | $4,027-56.3% |
| Admin fee / account holder | $315 | $3,101-89.8% | $3,224-90.2% | $5,403-94.2% |