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 | $36,492 | $49,280-25.9% | $67,313-45.8% | $64,186-43.1% |
| Participation rate | 84.4% | 60.8%+23.7pp | 69.1%+15.4pp | 69.6%+14.9pp |
| Annual return | -6.19% | -1.39%-4.8pp | -4.08%-2.1pp | 7.63%-13.8pp |
| Employer contribution / active EE | $381 | $1,668-77.2% | $2,566-85.1% | $2,381-84.0% |
| Participant deferral / active EE | $1,970 | $2,484-20.7% | $3,568-44.8% | $3,470-43.2% |
| Admin fee / account holder | $1,216 | $3,863-68.5% | $4,507-73.0% | $4,888-75.1% |