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 | $14,799 | $54,726-73.0% | $68,793-78.5% | $64,186-76.9% |
| Participation rate | 91.7% | 68.0%+23.6pp | 72.2%+19.4pp | 69.6%+22.1pp |
| Annual return | -3.58% | -1.62%-2.0pp | -4.63%+1.1pp | 7.63%-11.2pp |
| Employer contribution / active EE | $763 | $1,846-58.7% | $2,625-70.9% | $2,381-67.9% |
| Participant deferral / active EE | $1,959 | $2,626-25.4% | $3,311-40.8% | $3,470-43.5% |
| Admin fee / account holder | $5,666 | $4,027+40.7% | $5,131+10.4% | $4,888+15.9% |