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 | $20,692 | $82,286-74.9% | $68,791-69.9% | $134,475-84.6% |
| Participation rate | 85.7% | 75.1%+10.7pp | 69.0%+16.7pp | 81.2%+4.5pp |
| Annual return | -17.41% | -2.19%-15.2pp | -6.38%-11.0pp | 417.96%-435.4pp |
| Employer contribution / active EE | $552 | $3,301-83.3% | $2,655-79.2% | $4,740-88.4% |
| Participant deferral / active EE | $1,978 | $4,739-58.3% | $3,941-49.8% | $6,400-69.1% |
| Admin fee / account holder | $2,697 | $6,481-58.4% | $4,932-45.3% | $11,426-76.4% |