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 | $18,714 | $48,265-61.2% | $68,791-72.8% | $68,494-72.7% |
| Participation rate | 78.0% | 60.7%+17.3pp | 69.0%+9.0pp | 67.9%+10.1pp |
| Annual return | -18.63% | -12.71%-5.9pp | -6.38%-12.2pp | -7.84%-10.8pp |
| Employer contribution / active EE | $904 | $1,829-50.5% | $2,655-65.9% | $2,596-65.2% |
| Participant deferral / active EE | $1,226 | $2,867-57.2% | $3,941-68.9% | $4,027-69.6% |
| Admin fee / account holder | $567 | $4,355-87.0% | $4,932-88.5% | $5,403-89.5% |