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 | $15,235 | $95,193-84.0% | $76,523-80.1% | $135,375-88.7% |
| Participation rate | 92.9% | 74.4%+18.5pp | 68.0%+24.9pp | 82.6%+10.2pp |
| Annual return | -6.55% | 4.85%-11.4pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,375 | $3,302-58.4% | $2,647-48.0% | $4,779-71.2% |
| Participant deferral / active EE | $1,555 | $4,639-66.5% | $3,835-59.5% | $5,609-72.3% |
| Admin fee / account holder | $1,227 | $6,249-80.4% | $4,848-74.7% | $10,827-88.7% |