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 | $14,501 | $73,867-80.4% | $143,757-89.9% | $68,494-78.8% |
| Participation rate | 79.6% | 66.7%+13.0pp | 80.3%-0.7pp | 67.9%+11.7pp |
| Annual return | -18.79% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-10.9pp |
| Employer contribution / active EE | $2,431 | $3,184-23.6% | $4,951-50.9% | $2,596-6.4% |
| Participant deferral / active EE | $5,546 | $3,384+63.9% | $5,637-1.6% | $4,027+37.7% |
| Admin fee / account holder | $654 | $5,755-88.6% | $14,673-95.5% | $5,403-87.9% |