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 | $15,980 | $53,162-69.9% | $91,220-82.5% | $68,494-76.7% |
| Participation rate | 91.0% | 63.2%+27.8pp | 73.2%+17.8pp | 67.9%+23.1pp |
| Annual return | -7.41% | -3.14%-4.3pp | 114.01%-121.4pp | -7.84%+0.4pp |
| Employer contribution / active EE | $1,282 | $1,709-25.0% | $2,850-55.0% | $2,596-50.6% |
| Participant deferral / active EE | $0 | $2,974-100.0% | $4,234-100.0% | $4,027-100.0% |
| Admin fee / account holder | $503 | $4,493-88.8% | $5,420-90.7% | $5,403-90.7% |