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 | $72,999 | $73,867-1.2% | $143,757-49.2% | $68,494+6.6% |
| Participation rate | 100.0% | 66.7%+33.3pp | 80.3%+19.7pp | 67.9%+32.1pp |
| Annual return | -18.67% | 1.01%-19.7pp | -0.04%-18.6pp | -7.84%-10.8pp |
| Employer contribution / active EE | $2,517 | $3,184-20.9% | $4,951-49.2% | $2,596-3.0% |
| Participant deferral / active EE | $4,002 | $3,384+18.2% | $5,637-29.0% | $4,027-0.6% |
| Admin fee / account holder | $793 | $5,755-86.2% | $14,673-94.6% | $5,403-85.3% |