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 | $17,787 | $57,354-69.0% | $83,848-78.8% | $64,186-72.3% |
| Participation rate | 82.0% | 68.6%+13.4pp | 76.1%+5.9pp | 69.6%+12.4pp |
| Annual return | -7.62% | 11.38%-19.0pp | 850.88%-858.5pp | 7.63%-15.2pp |
| Employer contribution / active EE | $2,115 | $2,545-16.9% | $3,631-41.8% | $2,381-11.2% |
| Participant deferral / active EE | $2,506 | $2,993-16.3% | $4,082-38.6% | $3,470-27.8% |
| Admin fee / account holder | $712 | $4,046-82.4% | $5,478-87.0% | $4,888-85.4% |