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 | $17,841 | $59,107-69.8% | $86,436-79.4% | $68,494-74.0% |
| Participation rate | 93.8% | 75.2%+18.5pp | 80.3%+13.4pp | 67.9%+25.9pp |
| Annual return | -18.28% | -0.23%-18.0pp | 4394.89%-4413.2pp | -7.84%-10.4pp |
| Employer contribution / active EE | $1,264 | $2,519-49.8% | $3,769-66.5% | $2,596-51.3% |
| Participant deferral / active EE | $2,900 | $5,901-50.9% | $6,952-58.3% | $4,027-28.0% |
| Admin fee / account holder | $2,353 | $5,637-58.3% | $6,731-65.0% | $5,403-56.4% |