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 | $15,284 | $73,867-79.3% | $143,757-89.4% | $68,494-77.7% |
| Participation rate | 92.5% | 66.7%+25.9pp | 80.3%+12.2pp | 67.9%+24.6pp |
| Annual return | -17.27% | 1.01%-18.3pp | -0.04%-17.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $2,530 | $3,184-20.5% | $4,951-48.9% | $2,596-2.6% |
| Participant deferral / active EE | $1,498 | $3,384-55.8% | $5,637-73.4% | $4,027-62.8% |
| Admin fee / account holder | $901 | $5,755-84.4% | $14,673-93.9% | $5,403-83.3% |