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 6-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 | $27,695 | $73,867-62.5% | $143,757-80.7% | $68,494-59.6% |
| Participation rate | 93.0% | 66.7%+26.4pp | 80.3%+12.7pp | 67.9%+25.1pp |
| Annual return | -14.75% | 1.01%-15.8pp | -0.04%-14.7pp | -7.84%-6.9pp |
| Employer contribution / active EE | $991 | $3,184-68.9% | $4,951-80.0% | $2,596-61.8% |
| Participant deferral / active EE | $2,717 | $3,384-19.7% | $5,637-51.8% | $4,027-32.5% |
| Admin fee / account holder | $1,291 | $5,755-77.6% | $14,673-91.2% | $5,403-76.1% |