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 | $28,826 | $50,958-43.4% | $74,550-61.3% | $64,186-55.1% |
| Participation rate | 87.5% | 61.1%+26.4pp | 69.1%+18.4pp | 69.6%+17.9pp |
| Annual return | -7.57% | -1.86%-5.7pp | 32.53%-40.1pp | 7.63%-15.2pp |
| Employer contribution / active EE | $1,325 | $1,115+18.8% | $1,961-32.4% | $2,381-44.3% |
| Participant deferral / active EE | $3,375 | $2,301+46.6% | $3,108+8.6% | $3,470-2.7% |
| Admin fee / account holder | $725 | $4,223-82.8% | $5,060-85.7% | $4,888-85.2% |