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 | $23,228 | $73,867-68.6% | $143,757-83.8% | $68,494-66.1% |
| Participation rate | 96.7% | 66.7%+30.0pp | 80.3%+16.4pp | 67.9%+28.8pp |
| Annual return | -16.87% | 1.01%-17.9pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $4,955 | $3,184+55.6% | $4,951+0.1% | $2,596+90.8% |
| Participant deferral / active EE | $1,733 | $3,384-48.8% | $5,637-69.3% | $4,027-57.0% |
| Admin fee / account holder | $4,100 | $5,755-28.8% | $14,673-72.1% | $5,403-24.1% |