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 | $26,930 | $42,894-37.2% | $60,874-55.8% | $68,494-60.7% |
| Participation rate | 96.2% | 66.8%+29.4pp | 73.1%+23.0pp | 67.9%+28.3pp |
| Annual return | -6.91% | -13.98%+7.1pp | 16.90%-23.8pp | -7.84%+0.9pp |
| Employer contribution / active EE | $2,414 | $1,978+22.1% | $2,701-10.6% | $2,596-7.0% |
| Participant deferral / active EE | $892 | $2,867-68.9% | $3,817-76.6% | $4,027-77.9% |
| Admin fee / account holder | $2,649 | $3,101-14.6% | $3,224-17.8% | $5,403-51.0% |