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 | $16,453 | $73,867-77.7% | $143,757-88.6% | $68,494-76.0% |
| Participation rate | 89.7% | 66.7%+23.0pp | 80.3%+9.3pp | 67.9%+21.8pp |
| Annual return | -16.46% | 1.01%-17.5pp | -0.04%-16.4pp | -7.84%-8.6pp |
| Employer contribution / active EE | $2,764 | $3,184-13.2% | $4,951-44.2% | $2,596+6.4% |
| Participant deferral / active EE | $2,245 | $3,384-33.7% | $5,637-60.2% | $4,027-44.3% |
| Admin fee / account holder | $8,629 | $5,755+50.0% | $14,673-41.2% | $5,403+59.7% |