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 | $39,969 | $73,867-45.9% | $143,757-72.2% | $68,494-41.6% |
| Participation rate | 72.4% | 66.7%+5.8pp | 80.3%-7.9pp | 67.9%+4.5pp |
| Annual return | -16.99% | 1.01%-18.0pp | -0.04%-16.9pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,061 | $3,184-66.7% | $4,951-78.6% | $2,596-59.1% |
| Participant deferral / active EE | $2,568 | $3,384-24.1% | $5,637-54.4% | $4,027-36.2% |
| Admin fee / account holder | $478 | $5,755-91.7% | $14,673-96.7% | $5,403-91.1% |