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 | $24,230 | $48,265-49.8% | $68,791-64.8% | $68,494-64.6% |
| Participation rate | 97.8% | 60.7%+37.2pp | 69.0%+28.8pp | 67.9%+29.9pp |
| Annual return | -13.33% | -12.71%-0.6pp | -6.38%-6.9pp | -7.84%-5.5pp |
| Employer contribution / active EE | $2,010 | $1,829+9.9% | $2,655-24.3% | $2,596-22.6% |
| Participant deferral / active EE | $2,339 | $2,867-18.4% | $3,941-40.6% | $4,027-41.9% |
| Admin fee / account holder | $2,804 | $4,355-35.6% | $4,932-43.1% | $5,403-48.1% |