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 | $27,637 | $62,586-55.8% | $76,768-64.0% | $64,186-56.9% |
| Participation rate | 70.7% | 72.8%-2.1pp | 77.0%-6.2pp | 69.6%+1.2pp |
| Annual return | -6.63% | -1.95%-4.7pp | 2.43%-9.1pp | 7.63%-14.3pp |
| Employer contribution / active EE | $1,153 | $1,832-37.1% | $2,485-53.6% | $2,381-51.6% |
| Participant deferral / active EE | $1,674 | $3,145-46.8% | $3,852-56.5% | $3,470-51.8% |
| Admin fee / account holder | $1,993 | $4,667-57.3% | $6,675-70.1% | $4,888-59.2% |