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 5-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 | $8,675 | $45,863-81.1% | $77,024-88.7% | $68,494-87.3% |
| Participation rate | 97.6% | 55.9%+41.6pp | 67.9%+29.7pp | 67.9%+29.7pp |
| Annual return | -18.33% | 1.72%-20.1pp | 42.32%-60.6pp | -7.84%-10.5pp |
| Employer contribution / active EE | $1,038 | $1,650-37.1% | $2,812-63.1% | $2,596-60.0% |
| Participant deferral / active EE | $5,783 | $2,962+95.2% | $4,426+30.7% | $4,027+43.6% |
| Admin fee / account holder | $808 | $3,041-73.4% | $5,425-85.1% | $5,403-85.1% |