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 | $20,340 | $73,867-72.5% | $143,757-85.9% | $68,494-70.3% |
| Participation rate | 70.7% | 66.7%+4.1pp | 80.3%-9.6pp | 67.9%+2.8pp |
| Annual return | -15.89% | 1.01%-16.9pp | -0.04%-15.8pp | -7.84%-8.0pp |
| Employer contribution / active EE | $526 | $3,184-83.5% | $4,951-89.4% | $2,596-79.8% |
| Participant deferral / active EE | $1,281 | $3,384-62.1% | $5,637-77.3% | $4,027-68.2% |
| Admin fee / account holder | $406 | $5,755-92.9% | $14,673-97.2% | $5,403-92.5% |