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 | $23,587 | $73,004-67.7% | $90,749-74.0% | $68,494-65.6% |
| Participation rate | 89.3% | 70.8%+18.5pp | 75.7%+13.6pp | 67.9%+21.4pp |
| Annual return | -11.53% | -13.81%+2.3pp | -12.16%+0.6pp | -7.84%-3.7pp |
| Employer contribution / active EE | $2,283 | $2,193+4.1% | $2,921-21.8% | $2,596-12.1% |
| Participant deferral / active EE | $4,659 | $3,627+28.5% | $4,564+2.1% | $4,027+15.7% |
| Admin fee / account holder | $4,548 | $5,896-22.9% | $8,445-46.1% | $5,403-15.8% |