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 | $16,990 | $45,863-63.0% | $77,024-77.9% | $68,494-75.2% |
| Participation rate | 94.6% | 55.9%+38.7pp | 67.9%+26.7pp | 67.9%+26.7pp |
| Annual return | -16.60% | 1.72%-18.3pp | 42.32%-58.9pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,981 | $1,650+20.1% | $2,812-29.6% | $2,596-23.7% |
| Participant deferral / active EE | $1,015 | $2,962-65.7% | $4,426-77.1% | $4,027-74.8% |
| Admin fee / account holder | $2,960 | $3,041-2.7% | $5,425-45.4% | $5,403-45.2% |