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 | $24,181 | $95,862-74.8% | $79,550-69.6% | $134,475-82.0% |
| Participation rate | 85.7% | 75.0%+10.7pp | 69.5%+16.2pp | 81.2%+4.5pp |
| Annual return | -17.00% | -2.69%-14.3pp | 0.16%-17.2pp | 417.96%-435.0pp |
| Employer contribution / active EE | $914 | $3,128-70.8% | $2,413-62.1% | $4,740-80.7% |
| Participant deferral / active EE | $1,653 | $4,693-64.8% | $3,985-58.5% | $6,400-74.2% |
| Admin fee / account holder | $387 | $9,126-95.8% | $6,832-94.3% | $11,426-96.6% |