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 6-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 | $21,150 | $42,894-50.7% | $60,874-65.3% | $68,494-69.1% |
| Participation rate | 100.0% | 66.8%+33.2pp | 73.1%+26.9pp | 67.9%+32.1pp |
| Annual return | -11.76% | -13.98%+2.2pp | 16.90%-28.7pp | -7.84%-3.9pp |
| Employer contribution / active EE | $947 | $1,978-52.1% | $2,701-64.9% | $2,596-63.5% |
| Participant deferral / active EE | $7,648 | $2,867+166.8% | $3,817+100.4% | $4,027+89.9% |
| Admin fee / account holder | $1,569 | $3,101-49.4% | $3,224-51.3% | $5,403-71.0% |