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 | $27,561 | $73,867-62.7% | $143,757-80.8% | $68,494-59.8% |
| Participation rate | 98.2% | 66.7%+31.5pp | 80.3%+17.9pp | 67.9%+30.3pp |
| Annual return | -15.74% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $2,188 | $3,184-31.3% | $4,951-55.8% | $2,596-15.7% |
| Participant deferral / active EE | $1,504 | $3,384-55.6% | $5,637-73.3% | $4,027-62.6% |
| Admin fee / account holder | $3,096 | $5,755-46.2% | $14,673-78.9% | $5,403-42.7% |