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 | $17,705 | $42,894-58.7% | $60,874-70.9% | $68,494-74.2% |
| Participation rate | 95.8% | 66.8%+29.0pp | 73.1%+22.7pp | 67.9%+27.9pp |
| Annual return | -17.59% | -13.98%-3.6pp | 16.90%-34.5pp | -7.84%-9.7pp |
| Employer contribution / active EE | $815 | $1,978-58.8% | $2,701-69.8% | $2,596-68.6% |
| Participant deferral / active EE | $2,624 | $2,867-8.5% | $3,817-31.3% | $4,027-34.8% |
| Admin fee / account holder | $2,566 | $3,101-17.2% | $3,224-20.4% | $5,403-52.5% |