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 | $11,811 | $42,894-72.5% | $60,874-80.6% | $68,494-82.8% |
| Participation rate | 85.3% | 66.8%+18.5pp | 73.1%+12.2pp | 67.9%+17.4pp |
| Annual return | -18.58% | -13.98%-4.6pp | 16.90%-35.5pp | -7.84%-10.7pp |
| Employer contribution / active EE | $1,460 | $1,978-26.2% | $2,701-45.9% | $2,596-43.8% |
| Participant deferral / active EE | $1,496 | $2,867-47.8% | $3,817-60.8% | $4,027-62.8% |
| Admin fee / account holder | $3,872 | $3,101+24.9% | $3,224+20.1% | $5,403-28.3% |