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 | $11,882 | $42,894-72.3% | $60,874-80.5% | $68,494-82.7% |
| Participation rate | 80.4% | 66.8%+13.6pp | 73.1%+7.3pp | 67.9%+12.5pp |
| Annual return | -9.48% | -13.98%+4.5pp | 16.90%-26.4pp | -7.84%-1.6pp |
| Employer contribution / active EE | $1,116 | $1,978-43.6% | $2,701-58.7% | $2,596-57.0% |
| Participant deferral / active EE | $0 | $2,867-100.0% | $3,817-100.0% | $4,027-100.0% |
| Admin fee / account holder | $792 | $3,101-74.5% | $3,224-75.5% | $5,403-85.3% |