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 | $28,331 | $73,867-61.6% | $143,757-80.3% | $68,494-58.6% |
| Participation rate | 88.9% | 66.7%+22.2pp | 80.3%+8.6pp | 67.9%+21.0pp |
| Annual return | -13.60% | 1.01%-14.6pp | -0.04%-13.6pp | -7.84%-5.8pp |
| Employer contribution / active EE | $1,791 | $3,184-43.8% | $4,951-63.8% | $2,596-31.0% |
| Participant deferral / active EE | $3,529 | $3,384+4.3% | $5,637-37.4% | $4,027-12.4% |
| Admin fee / account holder | $3,444 | $5,755-40.1% | $14,673-76.5% | $5,403-36.2% |