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 4-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 | $18,592 | $56,357-67.0% | $104,294-82.2% | $68,494-72.9% |
| Participation rate | 80.0% | 63.3%+16.7pp | 73.3%+6.7pp | 67.9%+12.1pp |
| Annual return | -15.37% | -9.19%-6.2pp | 24.61%-40.0pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,250 | $1,960-36.2% | $3,372-62.9% | $2,596-51.9% |
| Participant deferral / active EE | $1,310 | $3,077-57.4% | $4,625-71.7% | $4,027-67.5% |
| Admin fee / account holder | $341 | $4,903-93.0% | $7,339-95.3% | $5,403-93.7% |