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 | $24,673 | $64,707-61.9% | $112,228-78.0% | $68,494-64.0% |
| Participation rate | 93.8% | 67.2%+26.6pp | 75.1%+18.7pp | 67.9%+25.9pp |
| Annual return | -17.40% | -11.40%-6.0pp | 27.45%-44.8pp | -7.84%-9.6pp |
| Employer contribution / active EE | $2,190 | $2,746-20.2% | $3,635-39.7% | $2,596-15.6% |
| Participant deferral / active EE | $4,499 | $3,565+26.2% | $4,728-4.8% | $4,027+11.7% |
| Admin fee / account holder | $1,258 | $5,232-76.0% | $6,410-80.4% | $5,403-76.7% |