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 9-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 | $18,140 | $73,867-75.4% | $143,757-87.4% | $68,494-73.5% |
| Participation rate | 93.5% | 66.7%+26.9pp | 80.3%+13.2pp | 67.9%+25.7pp |
| Annual return | -16.66% | 1.01%-17.7pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $1,927 | $3,184-39.5% | $4,951-61.1% | $2,596-25.8% |
| Participant deferral / active EE | $2,777 | $3,384-17.9% | $5,637-50.7% | $4,027-31.0% |
| Admin fee / account holder | $3,944 | $5,755-31.5% | $14,673-73.1% | $5,403-27.0% |