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 | $17,693 | $73,867-76.0% | $143,757-87.7% | $68,494-74.2% |
| Participation rate | 87.1% | 66.7%+20.4pp | 80.3%+6.8pp | 67.9%+19.2pp |
| Annual return | -18.07% | 1.01%-19.1pp | -0.04%-18.0pp | -7.84%-10.2pp |
| Employer contribution / active EE | $2,937 | $3,184-7.8% | $4,951-40.7% | $2,596+13.1% |
| Participant deferral / active EE | $2,296 | $3,384-32.2% | $5,637-59.3% | $4,027-43.0% |
| Admin fee / account holder | $2,006 | $5,755-65.1% | $14,673-86.3% | $5,403-62.9% |