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 | $15,869 | $53,162-70.1% | $91,220-82.6% | $68,494-76.8% |
| Participation rate | 97.5% | 63.2%+34.3pp | 73.2%+24.3pp | 67.9%+29.6pp |
| Annual return | -16.37% | -3.14%-13.2pp | 114.01%-130.4pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,714 | $1,709+0.3% | $2,850-39.9% | $2,596-34.0% |
| Participant deferral / active EE | $2,194 | $2,974-26.2% | $4,234-48.2% | $4,027-45.5% |
| Admin fee / account holder | $6,436 | $4,493+43.2% | $5,420+18.7% | $5,403+19.1% |