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 | $17,836 | $64,707-72.4% | $112,228-84.1% | $68,494-74.0% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -16.80% | -11.40%-5.4pp | 27.45%-44.2pp | -7.84%-9.0pp |
| Employer contribution / active EE | $3,645 | $2,746+32.7% | $3,635+0.3% | $2,596+40.4% |
| Participant deferral / active EE | $2,098 | $3,565-41.2% | $4,728-55.6% | $4,027-47.9% |
| Admin fee / account holder | $1,837 | $5,232-64.9% | $6,410-71.3% | $5,403-66.0% |