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 7-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 | $16,895 | $42,383-60.1% | $76,523-77.9% | $64,186-73.7% |
| Participation rate | 100.0% | 58.1%+41.9pp | 68.0%+32.0pp | 69.6%+30.4pp |
| Annual return | -0.55% | -16.54%+16.0pp | -0.27%-0.3pp | 7.63%-8.2pp |
| Employer contribution / active EE | $851 | $1,563-45.6% | $2,647-67.9% | $2,381-64.3% |
| Participant deferral / active EE | $1,120 | $2,566-56.4% | $3,835-70.8% | $3,470-67.7% |
| Admin fee / account holder | $5,667 | $3,198+77.2% | $4,848+16.9% | $4,888+15.9% |