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 | $13,574 | $48,265-71.9% | $68,791-80.3% | $68,494-80.2% |
| Participation rate | 91.7% | 60.7%+31.0pp | 69.0%+22.6pp | 67.9%+23.8pp |
| Annual return | -17.12% | -12.71%-4.4pp | -6.38%-10.7pp | -7.84%-9.3pp |
| Employer contribution / active EE | $806 | $1,829-55.9% | $2,655-69.6% | $2,596-69.0% |
| Participant deferral / active EE | $3,007 | $2,867+4.9% | $3,941-23.7% | $4,027-25.3% |
| Admin fee / account holder | $1,953 | $4,355-55.2% | $4,932-60.4% | $5,403-63.9% |