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 | $11,670 | $48,265-75.8% | $68,791-83.0% | $68,494-83.0% |
| Participation rate | 95.7% | 60.7%+35.0pp | 69.0%+26.6pp | 67.9%+27.8pp |
| Annual return | -7.92% | -12.71%+4.8pp | -6.38%-1.5pp | -7.84%-0.1pp |
| Employer contribution / active EE | $2,504 | $1,829+36.9% | $2,655-5.7% | $2,596-3.6% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,941-100.0% | $4,027-100.0% |
| Admin fee / account holder | $1,176 | $4,355-73.0% | $4,932-76.2% | $5,403-78.2% |