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 | $22,521 | $50,958-55.8% | $74,550-69.8% | $64,186-64.9% |
| Participation rate | 92.8% | 61.1%+31.7pp | 69.1%+23.6pp | 69.6%+23.2pp |
| Annual return | -6.29% | -1.86%-4.4pp | 32.53%-38.8pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,026 | $1,115-8.0% | $1,961-47.7% | $2,381-56.9% |
| Participant deferral / active EE | $3,365 | $2,301+46.2% | $3,108+8.3% | $3,470-3.0% |
| Admin fee / account holder | $1,103 | $4,223-73.9% | $5,060-78.2% | $4,888-77.4% |