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 | $17,921 | $42,894-58.2% | $60,874-70.6% | $68,494-73.8% |
| Participation rate | 95.5% | 66.8%+28.7pp | 73.1%+22.3pp | 67.9%+27.6pp |
| Annual return | -14.57% | -13.98%-0.6pp | 16.90%-31.5pp | -7.84%-6.7pp |
| Employer contribution / active EE | $2,261 | $1,978+14.3% | $2,701-16.3% | $2,596-12.9% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,108 | $3,101-64.3% | $3,224-65.6% | $5,403-79.5% |