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 | $26,792 | $71,883-62.7% | $86,677-69.1% | $68,494-60.9% |
| Participation rate | 93.0% | 72.2%+20.8pp | 76.6%+16.4pp | 67.9%+25.1pp |
| Annual return | -18.63% | 3.52%-22.2pp | 35.91%-54.5pp | -7.84%-10.8pp |
| Employer contribution / active EE | $1,179 | $2,173-45.7% | $2,836-58.4% | $2,596-54.6% |
| Participant deferral / active EE | $2,578 | $3,779-31.8% | $4,656-44.6% | $4,027-36.0% |
| Admin fee / account holder | $497 | $6,112-91.9% | $7,493-93.4% | $5,403-90.8% |