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 | $17,660 | $59,107-70.1% | $86,436-79.6% | $68,494-74.2% |
| Participation rate | 92.9% | 75.2%+17.6pp | 80.3%+12.5pp | 67.9%+25.0pp |
| Annual return | -16.79% | -0.23%-16.6pp | 4394.89%-4411.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $2,438 | $2,519-3.2% | $3,769-35.3% | $2,596-6.1% |
| Participant deferral / active EE | $2,719 | $5,901-53.9% | $6,952-60.9% | $4,027-32.5% |
| Admin fee / account holder | $2,438 | $5,637-56.7% | $6,731-63.8% | $5,403-54.9% |