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 | $16,962 | $49,280-65.6% | $67,313-74.8% | $64,186-73.6% |
| Participation rate | 95.7% | 60.8%+35.0pp | 69.1%+26.7pp | 69.6%+26.2pp |
| Annual return | -4.62% | -1.39%-3.2pp | -4.08%-0.5pp | 7.63%-12.3pp |
| Employer contribution / active EE | $426 | $1,668-74.5% | $2,566-83.4% | $2,381-82.1% |
| Participant deferral / active EE | $1,303 | $2,484-47.6% | $3,568-63.5% | $3,470-62.5% |
| Admin fee / account holder | $3,759 | $3,863-2.7% | $4,507-16.6% | $4,888-23.1% |