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 | $13,876 | $49,280-71.8% | $67,313-79.4% | $64,186-78.4% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.1%+30.9pp | 69.6%+30.4pp |
| Annual return | -3.85% | -1.39%-2.5pp | -4.08%+0.2pp | 7.63%-11.5pp |
| Employer contribution / active EE | $1,168 | $1,668-30.0% | $2,566-54.5% | $2,381-50.9% |
| Participant deferral / active EE | $1,726 | $2,484-30.5% | $3,568-51.6% | $3,470-50.3% |
| Admin fee / account holder | $5,706 | $3,863+47.7% | $4,507+26.6% | $4,888+16.7% |