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 | $18,853 | $59,107-68.1% | $86,436-78.2% | $68,494-72.5% |
| Participation rate | 84.2% | 75.2%+9.0pp | 80.3%+3.9pp | 67.9%+16.3pp |
| Annual return | -8.61% | -0.23%-8.4pp | 4394.89%-4403.5pp | -7.84%-0.8pp |
| Employer contribution / active EE | $1,819 | $2,519-27.8% | $3,769-51.7% | $2,596-29.9% |
| Participant deferral / active EE | $8,438 | $5,901+43.0% | $6,952+21.4% | $4,027+109.5% |
| Admin fee / account holder | $3,790 | $5,637-32.8% | $6,731-43.7% | $5,403-29.8% |