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 8-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 | $20,206 | $45,863-55.9% | $77,024-73.8% | $68,494-70.5% |
| Participation rate | 70.6% | 55.9%+14.7pp | 67.9%+2.7pp | 67.9%+2.7pp |
| Annual return | -17.68% | 1.72%-19.4pp | 42.32%-60.0pp | -7.84%-9.8pp |
| Employer contribution / active EE | $1,778 | $1,650+7.8% | $2,812-36.8% | $2,596-31.5% |
| Participant deferral / active EE | $3,478 | $2,962+17.4% | $4,426-21.4% | $4,027-13.6% |
| Admin fee / account holder | $2,157 | $3,041-29.0% | $5,425-60.2% | $5,403-60.1% |