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 | $10,013 | $82,286-87.8% | $68,791-85.4% | $134,475-92.6% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -16.62% | -2.19%-14.4pp | -6.38%-10.2pp | 417.96%-434.6pp |
| Employer contribution / active EE | $2,261 | $3,301-31.5% | $2,655-14.9% | $4,740-52.3% |
| Participant deferral / active EE | $5,591 | $4,739+18.0% | $3,941+41.9% | $6,400-12.6% |
| Admin fee / account holder | $1,571 | $6,481-75.8% | $4,932-68.1% | $11,426-86.3% |