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 7-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 | $12,924 | $73,867-82.5% | $143,757-91.0% | $68,494-81.1% |
| Participation rate | 83.3% | 66.7%+16.7pp | 80.3%+3.0pp | 67.9%+15.4pp |
| Annual return | -15.16% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,691 | $3,184-46.9% | $4,951-65.8% | $2,596-34.9% |
| Participant deferral / active EE | $2,040 | $3,384-39.7% | $5,637-63.8% | $4,027-49.4% |
| Admin fee / account holder | $640 | $5,755-88.9% | $14,673-95.6% | $5,403-88.2% |