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 | $17,002 | $82,286-79.3% | $68,791-75.3% | $134,475-87.4% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -2.26% | -2.19%-0.1pp | -6.38%+4.1pp | 417.96%-420.2pp |
| Employer contribution / active EE | $5,738 | $3,301+73.8% | $2,655+116.1% | $4,740+21.1% |
| Participant deferral / active EE | $1,292 | $4,739-72.7% | $3,941-67.2% | $6,400-79.8% |
| Admin fee / account holder | $2,235 | $6,481-65.5% | $4,932-54.7% | $11,426-80.4% |