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 | $18,720 | $42,383-55.8% | $76,523-75.5% | $64,186-70.8% |
| Participation rate | 76.8% | 58.1%+18.6pp | 68.0%+8.8pp | 69.6%+7.2pp |
| Annual return | -3.70% | -16.54%+12.8pp | -0.27%-3.4pp | 7.63%-11.3pp |
| Employer contribution / active EE | $2,171 | $1,563+38.9% | $2,647-18.0% | $2,381-8.8% |
| Participant deferral / active EE | $3,934 | $2,566+53.3% | $3,835+2.6% | $3,470+13.4% |
| Admin fee / account holder | $1,075 | $3,198-66.4% | $4,848-77.8% | $4,888-78.0% |