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 | $26,620 | $64,707-58.9% | $112,228-76.3% | $68,494-61.1% |
| Participation rate | 96.8% | 67.2%+29.6pp | 75.1%+21.7pp | 67.9%+28.9pp |
| Annual return | -17.98% | -11.40%-6.6pp | 27.45%-45.4pp | -7.84%-10.1pp |
| Employer contribution / active EE | $1,388 | $2,746-49.4% | $3,635-61.8% | $2,596-46.5% |
| Participant deferral / active EE | $3,118 | $3,565-12.5% | $4,728-34.0% | $4,027-22.6% |
| Admin fee / account holder | $4,699 | $5,232-10.2% | $6,410-26.7% | $5,403-13.0% |