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 | $12,067 | $82,286-85.3% | $68,791-82.5% | $134,475-91.0% |
| Participation rate | 92.3% | 75.1%+17.2pp | 69.0%+23.3pp | 81.2%+11.1pp |
| Annual return | -9.88% | -2.19%-7.7pp | -6.38%-3.5pp | 417.96%-427.8pp |
| Employer contribution / active EE | $1,164 | $3,301-64.7% | $2,655-56.2% | $4,740-75.4% |
| Participant deferral / active EE | $2,687 | $4,739-43.3% | $3,941-31.8% | $6,400-58.0% |
| Admin fee / account holder | $9,870 | $6,481+52.3% | $4,932+100.1% | $11,426-13.6% |