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 | $22,542 | $56,357-60.0% | $104,294-78.4% | $68,494-67.1% |
| Participation rate | 84.1% | 63.3%+20.8pp | 73.3%+10.8pp | 67.9%+16.2pp |
| Annual return | -18.17% | -9.19%-9.0pp | 24.61%-42.8pp | -7.84%-10.3pp |
| Employer contribution / active EE | $2,244 | $1,960+14.5% | $3,372-33.4% | $2,596-13.6% |
| Participant deferral / active EE | $4,684 | $3,077+52.2% | $4,625+1.3% | $4,027+16.3% |
| Admin fee / account holder | $868 | $4,903-82.3% | $7,339-88.2% | $5,403-83.9% |