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 6-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 | $14,215 | $73,867-80.8% | $143,757-90.1% | $68,494-79.2% |
| Participation rate | 90.0% | 66.7%+23.3pp | 80.3%+9.7pp | 67.9%+22.1pp |
| Annual return | -16.83% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $999 | $3,184-68.6% | $4,951-79.8% | $2,596-61.5% |
| Participant deferral / active EE | $2,387 | $3,384-29.5% | $5,637-57.7% | $4,027-40.7% |
| Admin fee / account holder | $1,671 | $5,755-71.0% | $14,673-88.6% | $5,403-69.1% |