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 | $16,140 | $54,229-70.2% | $70,092-77.0% | $68,494-76.4% |
| Participation rate | 91.1% | 64.5%+26.6pp | 70.5%+20.6pp | 67.9%+23.2pp |
| Annual return | -18.48% | -13.87%-4.6pp | 190.73%-209.2pp | -7.84%-10.6pp |
| Employer contribution / active EE | $1,431 | $2,018-29.1% | $2,559-44.1% | $2,596-44.9% |
| Participant deferral / active EE | $2,276 | $2,956-23.0% | $3,849-40.9% | $4,027-43.5% |
| Admin fee / account holder | $2,731 | $4,694-41.8% | $6,267-56.4% | $5,403-49.4% |