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 | $17,074 | $73,867-76.9% | $143,757-88.1% | $68,494-75.1% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -16.84% | 1.01%-17.8pp | -0.04%-16.8pp | -7.84%-9.0pp |
| Employer contribution / active EE | $903 | $3,184-71.6% | $4,951-81.8% | $2,596-65.2% |
| Participant deferral / active EE | $3,817 | $3,384+12.8% | $5,637-32.3% | $4,027-5.2% |
| Admin fee / account holder | $2,372 | $5,755-58.8% | $14,673-83.8% | $5,403-56.1% |