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 | $16,490 | $73,867-77.7% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 86.6% | 66.7%+19.9pp | 80.3%+6.3pp | 67.9%+18.7pp |
| Annual return | -15.51% | 1.01%-16.5pp | -0.04%-15.5pp | -7.84%-7.7pp |
| Employer contribution / active EE | $918 | $3,184-71.2% | $4,951-81.5% | $2,596-64.7% |
| Participant deferral / active EE | $1,247 | $3,384-63.1% | $5,637-77.9% | $4,027-69.0% |
| Admin fee / account holder | $3,527 | $5,755-38.7% | $14,673-76.0% | $5,403-34.7% |