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 | $15,132 | $42,894-64.7% | $60,874-75.1% | $68,494-77.9% |
| Participation rate | 96.6% | 66.8%+29.8pp | 73.1%+23.4pp | 67.9%+28.7pp |
| Annual return | -16.36% | -13.98%-2.4pp | 16.90%-33.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,029 | $1,978-48.0% | $2,701-61.9% | $2,596-60.4% |
| Participant deferral / active EE | $2,354 | $2,867-17.9% | $3,817-38.3% | $4,027-41.6% |
| Admin fee / account holder | $511 | $3,101-83.5% | $3,224-84.1% | $5,403-90.5% |