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 | $13,050 | $73,867-82.3% | $143,757-90.9% | $68,494-80.9% |
| Participation rate | 78.0% | 66.7%+11.3pp | 80.3%-2.3pp | 67.9%+10.1pp |
| Annual return | -16.63% | 1.01%-17.6pp | -0.04%-16.6pp | -7.84%-8.8pp |
| Employer contribution / active EE | $952 | $3,184-70.1% | $4,951-80.8% | $2,596-63.3% |
| Participant deferral / active EE | $2,113 | $3,384-37.6% | $5,637-62.5% | $4,027-47.5% |
| Admin fee / account holder | $3,199 | $5,755-44.4% | $14,673-78.2% | $5,403-40.8% |