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 | $30,754 | $73,867-58.4% | $143,757-78.6% | $68,494-55.1% |
| Participation rate | 98.6% | 66.7%+32.0pp | 80.3%+18.3pp | 67.9%+30.8pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $1,009 | $3,184-68.3% | $4,951-79.6% | $2,596-61.1% |
| Participant deferral / active EE | $1,991 | $3,384-41.2% | $5,637-64.7% | $4,027-50.6% |
| Admin fee / account holder | $2,880 | $5,755-50.0% | $14,673-80.4% | $5,403-46.7% |