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 | $23,847 | $71,883-66.8% | $86,677-72.5% | $68,494-65.2% |
| Participation rate | 88.1% | 72.2%+15.9pp | 76.6%+11.5pp | 67.9%+20.2pp |
| Annual return | -11.67% | 3.52%-15.2pp | 35.91%-47.6pp | -7.84%-3.8pp |
| Employer contribution / active EE | $1,055 | $2,173-51.5% | $2,836-62.8% | $2,596-59.4% |
| Participant deferral / active EE | $2,474 | $3,779-34.5% | $4,656-46.9% | $4,027-38.6% |
| Admin fee / account holder | $1,247 | $6,112-79.6% | $7,493-83.4% | $5,403-76.9% |