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 | $16,814 | $42,894-60.8% | $60,874-72.4% | $68,494-75.5% |
| Participation rate | 97.7% | 66.8%+30.9pp | 73.1%+24.6pp | 67.9%+29.8pp |
| Annual return | -14.53% | -13.98%-0.6pp | 16.90%-31.4pp | -7.84%-6.7pp |
| Employer contribution / active EE | $4,059 | $1,978+105.2% | $2,701+50.3% | $2,596+56.4% |
| Participant deferral / active EE | $2,132 | $2,867-25.6% | $3,817-44.1% | $4,027-47.0% |
| Admin fee / account holder | $2,934 | $3,101-5.4% | $3,224-9.0% | $5,403-45.7% |