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 8-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 | $23,396 | $99,032-76.4% | $80,019-70.8% | $135,375-82.7% |
| Participation rate | 78.6% | 78.4%+0.2pp | 75.8%+2.7pp | 82.6%-4.1pp |
| Annual return | -3.33% | 15.39%-18.7pp | 11.22%-14.5pp | 519.73%-523.1pp |
| Employer contribution / active EE | $1,273 | $3,043-58.2% | $2,468-48.4% | $4,779-73.4% |
| Participant deferral / active EE | $2,020 | $4,282-52.8% | $3,686-45.2% | $5,609-64.0% |
| Admin fee / account holder | $476 | $10,436-95.4% | $6,521-92.7% | $10,827-95.6% |