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 | $13,177 | $73,867-82.2% | $143,757-90.8% | $68,494-80.8% |
| Participation rate | 75.0% | 66.7%+8.3pp | 80.3%-5.3pp | 67.9%+7.1pp |
| Annual return | -18.98% | 1.01%-20.0pp | -0.04%-18.9pp | -7.84%-11.1pp |
| Employer contribution / active EE | $1,283 | $3,184-59.7% | $4,951-74.1% | $2,596-50.6% |
| Participant deferral / active EE | $2,795 | $3,384-17.4% | $5,637-50.4% | $4,027-30.6% |
| Admin fee / account holder | $312 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |