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 | $21,219 | $64,707-67.2% | $112,228-81.1% | $68,494-69.0% |
| Participation rate | 88.5% | 67.2%+21.3pp | 75.1%+13.4pp | 67.9%+20.6pp |
| Annual return | -18.34% | -11.40%-6.9pp | 27.45%-45.8pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,980 | $2,746-27.9% | $3,635-45.5% | $2,596-23.7% |
| Participant deferral / active EE | $4,656 | $3,565+30.6% | $4,728-1.5% | $4,027+15.6% |
| Admin fee / account holder | $2,451 | $5,232-53.2% | $6,410-61.8% | $5,403-54.6% |