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 | $27,918 | $50,958-45.2% | $74,550-62.6% | $64,186-56.5% |
| Participation rate | 91.8% | 61.1%+30.7pp | 69.1%+22.7pp | 69.6%+22.2pp |
| Annual return | -6.86% | -1.86%-5.0pp | 32.53%-39.4pp | 7.63%-14.5pp |
| Employer contribution / active EE | $978 | $1,115-12.3% | $1,961-50.1% | $2,381-58.9% |
| Participant deferral / active EE | $2,531 | $2,301+10.0% | $3,108-18.6% | $3,470-27.1% |
| Admin fee / account holder | $1,380 | $4,223-67.3% | $5,060-72.7% | $4,888-71.8% |