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 | $20,010 | $42,894-53.4% | $60,874-67.1% | $68,494-70.8% |
| Participation rate | 94.6% | 66.8%+27.9pp | 73.1%+21.5pp | 67.9%+26.8pp |
| Annual return | -17.85% | -13.98%-3.9pp | 16.90%-34.7pp | -7.84%-10.0pp |
| Employer contribution / active EE | $3,786 | $1,978+91.4% | $2,701+40.1% | $2,596+45.8% |
| Participant deferral / active EE | $2,512 | $2,867-12.4% | $3,817-34.2% | $4,027-37.6% |
| Admin fee / account holder | $2,516 | $3,101-18.9% | $3,224-22.0% | $5,403-53.4% |