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 | $17,088 | $42,894-60.2% | $60,874-71.9% | $68,494-75.1% |
| Participation rate | 89.1% | 66.8%+22.3pp | 73.1%+16.0pp | 67.9%+21.2pp |
| Annual return | -14.34% | -13.98%-0.4pp | 16.90%-31.2pp | -7.84%-6.5pp |
| Employer contribution / active EE | $1,298 | $1,978-34.4% | $2,701-51.9% | $2,596-50.0% |
| Participant deferral / active EE | $1,445 | $2,867-49.6% | $3,817-62.1% | $4,027-64.1% |
| Admin fee / account holder | $7,772 | $3,101+150.7% | $3,224+141.0% | $5,403+43.9% |