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 | $22,578 | $158,817-85.8% | $121,196-81.4% | $135,375-83.3% |
| Participation rate | 86.4% | 79.3%+7.1pp | 71.7%+14.6pp | 82.6%+3.7pp |
| Annual return | -5.38% | -0.64%-4.7pp | 16.93%-22.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,027 | $5,665-81.9% | $4,022-74.5% | $4,779-78.5% |
| Participant deferral / active EE | $1,466 | $4,005-63.4% | $3,344-56.2% | $5,609-73.9% |
| Admin fee / account holder | $648 | $6,512-90.1% | $5,019-87.1% | $10,827-94.0% |