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 | $21,614 | $142,344-84.8% | $119,609-81.9% | $134,475-83.9% |
| Participation rate | 95.2% | 82.8%+12.4pp | 79.3%+16.0pp | 81.2%+14.0pp |
| Annual return | -15.21% | -12.44%-2.8pp | -14.97%-0.2pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,315 | $5,222-74.8% | $4,232-68.9% | $4,740-72.3% |
| Participant deferral / active EE | $2,503 | $6,469-61.3% | $5,602-55.3% | $6,400-60.9% |
| Admin fee / account holder | $444 | $13,584-96.7% | $10,323-95.7% | $11,426-96.1% |