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 | $15,601 | $54,229-71.2% | $70,092-77.7% | $68,494-77.2% |
| Participation rate | 79.5% | 64.5%+15.0pp | 70.5%+9.0pp | 67.9%+11.6pp |
| Annual return | -18.84% | -13.87%-5.0pp | 190.73%-209.6pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,908 | $2,018-5.4% | $2,559-25.4% | $2,596-26.5% |
| Participant deferral / active EE | $2,760 | $2,956-6.6% | $3,849-28.3% | $4,027-31.5% |
| Admin fee / account holder | $2,821 | $4,694-39.9% | $6,267-55.0% | $5,403-47.8% |