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 | $21,588 | $42,894-49.7% | $60,874-64.5% | $68,494-68.5% |
| Participation rate | 86.0% | 66.8%+19.3pp | 73.1%+12.9pp | 67.9%+18.2pp |
| Annual return | -8.83% | -13.98%+5.1pp | 16.90%-25.7pp | -7.84%-1.0pp |
| Employer contribution / active EE | $1,990 | $1,978+0.6% | $2,701-26.3% | $2,596-23.3% |
| Participant deferral / active EE | $1,638 | $2,867-42.9% | $3,817-57.1% | $4,027-59.3% |
| Admin fee / account holder | $23,772 | $3,101+666.7% | $3,224+637.3% | $5,403+340.0% |