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 | $40,541 | $73,867-45.1% | $143,757-71.8% | $68,494-40.8% |
| Participation rate | 97.0% | 66.7%+30.3pp | 80.3%+16.7pp | 67.9%+29.1pp |
| Annual return | -16.40% | 1.01%-17.4pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $3,230 | $3,184+1.4% | $4,951-34.8% | $2,596+24.4% |
| Participant deferral / active EE | $9,174 | $3,384+171.1% | $5,637+62.7% | $4,027+127.8% |
| Admin fee / account holder | $14,357 | $5,755+149.5% | $14,673-2.2% | $5,403+165.7% |