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 | $14,686 | $54,229-72.9% | $70,092-79.0% | $68,494-78.6% |
| Participation rate | 90.4% | 64.5%+25.9pp | 70.5%+20.0pp | 67.9%+22.5pp |
| Annual return | -1.18% | -13.87%+12.7pp | 190.73%-191.9pp | -7.84%+6.7pp |
| Employer contribution / active EE | $2,085 | $2,018+3.3% | $2,559-18.5% | $2,596-19.7% |
| Participant deferral / active EE | $2,762 | $2,956-6.6% | $3,849-28.2% | $4,027-31.4% |
| Admin fee / account holder | $1,551 | $4,694-67.0% | $6,267-75.3% | $5,403-71.3% |