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 | $45,863-64.8% | $77,024-79.0% | $68,494-76.4% |
| Participation rate | 89.3% | 55.9%+33.4pp | 67.9%+21.4pp | 67.9%+21.4pp |
| Annual return | -15.24% | 1.72%-17.0pp | 42.32%-57.6pp | -7.84%-7.4pp |
| Employer contribution / active EE | $999 | $1,650-39.4% | $2,812-64.5% | $2,596-61.5% |
| Participant deferral / active EE | $3,247 | $2,962+9.6% | $4,426-26.7% | $4,027-19.4% |
| Admin fee / account holder | $401 | $3,041-86.8% | $5,425-92.6% | $5,403-92.6% |