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 | $17,096 | $54,229-68.5% | $70,092-75.6% | $68,494-75.0% |
| Participation rate | 100.0% | 64.5%+35.5pp | 70.5%+29.5pp | 67.9%+32.1pp |
| Annual return | -15.10% | -13.87%-1.2pp | 190.73%-205.8pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,566 | $2,018-22.4% | $2,559-38.8% | $2,596-39.7% |
| Participant deferral / active EE | $2,687 | $2,956-9.1% | $3,849-30.2% | $4,027-33.3% |
| Admin fee / account holder | $1,312 | $4,694-72.0% | $6,267-79.1% | $5,403-75.7% |