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 | $21,176 | $54,350-61.0% | $82,719-74.4% | $68,494-69.1% |
| Participation rate | 80.3% | 63.9%+16.4pp | 72.6%+7.8pp | 67.9%+12.4pp |
| Annual return | -7.60% | -13.67%+6.1pp | 701.18%-708.8pp | -7.84%+0.2pp |
| Employer contribution / active EE | $2,750 | $2,218+24.0% | $3,009-8.6% | $2,596+5.9% |
| Participant deferral / active EE | $5,874 | $3,246+80.9% | $4,395+33.6% | $4,027+45.8% |
| Admin fee / account holder | $4,099 | $4,395-6.8% | $5,329-23.1% | $5,403-24.1% |