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 | $14,360 | $42,894-66.5% | $60,874-76.4% | $68,494-79.0% |
| Participation rate | 86.8% | 66.8%+20.1pp | 73.1%+13.7pp | 67.9%+19.0pp |
| Annual return | -9.87% | -13.98%+4.1pp | 16.90%-26.8pp | -7.84%-2.0pp |
| Employer contribution / active EE | $582 | $1,978-70.6% | $2,701-78.5% | $2,596-77.6% |
| Participant deferral / active EE | $2,348 | $2,867-18.1% | $3,817-38.5% | $4,027-41.7% |
| Admin fee / account holder | $853 | $3,101-72.5% | $3,224-73.5% | $5,403-84.2% |