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 | $18,975 | $59,805-68.3% | $79,550-76.1% | $68,494-72.3% |
| Participation rate | 96.8% | 61.1%+35.8pp | 69.5%+27.3pp | 67.9%+28.9pp |
| Annual return | -18.27% | -12.30%-6.0pp | 0.16%-18.4pp | -7.84%-10.4pp |
| Employer contribution / active EE | $2,948 | $1,505+95.9% | $2,413+22.2% | $2,596+13.5% |
| Participant deferral / active EE | $3,188 | $3,024+5.4% | $3,985-20.0% | $4,027-20.8% |
| Admin fee / account holder | $1,121 | $4,835-76.8% | $6,832-83.6% | $5,403-79.3% |