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 | $26,966 | $71,883-62.5% | $86,677-68.9% | $68,494-60.6% |
| Participation rate | 84.5% | 72.2%+12.3pp | 76.6%+7.9pp | 67.9%+16.6pp |
| Annual return | -17.25% | 3.52%-20.8pp | 35.91%-53.2pp | -7.84%-9.4pp |
| Employer contribution / active EE | $1,067 | $2,173-50.9% | $2,836-62.4% | $2,596-58.9% |
| Participant deferral / active EE | $2,785 | $3,779-26.3% | $4,656-40.2% | $4,027-30.8% |
| Admin fee / account holder | $980 | $6,112-84.0% | $7,493-86.9% | $5,403-81.9% |