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 8-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 | $20,854 | $73,867-71.8% | $143,757-85.5% | $68,494-69.6% |
| Participation rate | 80.5% | 66.7%+13.8pp | 80.3%+0.2pp | 67.9%+12.6pp |
| Annual return | -16.36% | 1.01%-17.4pp | -0.04%-16.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,243 | $3,184-61.0% | $4,951-74.9% | $2,596-52.1% |
| Participant deferral / active EE | $3,078 | $3,384-9.1% | $5,637-45.4% | $4,027-23.6% |
| Admin fee / account holder | $484 | $5,755-91.6% | $14,673-96.7% | $5,403-91.0% |