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 | $28,316 | $73,004-61.2% | $90,749-68.8% | $68,494-58.7% |
| Participation rate | 82.4% | 70.8%+11.5pp | 75.7%+6.7pp | 67.9%+14.5pp |
| Annual return | -13.54% | -13.81%+0.3pp | -12.16%-1.4pp | -7.84%-5.7pp |
| Employer contribution / active EE | $1,815 | $2,193-17.2% | $2,921-37.9% | $2,596-30.1% |
| Participant deferral / active EE | $3,974 | $3,627+9.6% | $4,564-12.9% | $4,027-1.3% |
| Admin fee / account holder | $2,163 | $5,896-63.3% | $8,445-74.4% | $5,403-60.0% |