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 5-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 | $8,374 | $48,265-82.6% | $68,791-87.8% | $68,494-87.8% |
| Participation rate | 100.0% | 60.7%+39.3pp | 69.0%+31.0pp | 67.9%+32.1pp |
| Annual return | -12.90% | -12.71%-0.2pp | -6.38%-6.5pp | -7.84%-5.1pp |
| Employer contribution / active EE | $998 | $1,829-45.4% | $2,655-62.4% | $2,596-61.6% |
| Participant deferral / active EE | $1,090 | $2,867-62.0% | $3,941-72.3% | $4,027-72.9% |
| Admin fee / account holder | $2,178 | $4,355-50.0% | $4,932-55.8% | $5,403-59.7% |