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 | $20,226 | $64,707-68.7% | $112,228-82.0% | $68,494-70.5% |
| Participation rate | 88.2% | 67.2%+21.1pp | 75.1%+13.2pp | 67.9%+20.3pp |
| Annual return | -6.17% | -11.40%+5.2pp | 27.45%-33.6pp | -7.84%+1.7pp |
| Employer contribution / active EE | $1,583 | $2,746-42.4% | $3,635-56.5% | $2,596-39.0% |
| Participant deferral / active EE | $3,045 | $3,565-14.6% | $4,728-35.6% | $4,027-24.4% |
| Admin fee / account holder | $1,607 | $5,232-69.3% | $6,410-74.9% | $5,403-70.3% |