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 | $13,732 | $54,350-74.7% | $82,719-83.4% | $68,494-80.0% |
| Participation rate | 91.1% | 63.9%+27.2pp | 72.6%+18.5pp | 67.9%+23.2pp |
| Annual return | -12.25% | -13.67%+1.4pp | 701.18%-713.4pp | -7.84%-4.4pp |
| Employer contribution / active EE | $1,101 | $2,218-50.4% | $3,009-63.4% | $2,596-57.6% |
| Participant deferral / active EE | $1,535 | $3,246-52.7% | $4,395-65.1% | $4,027-61.9% |
| Admin fee / account holder | $2,769 | $4,395-37.0% | $5,329-48.0% | $5,403-48.7% |