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 | $10,917 | $73,867-85.2% | $143,757-92.4% | $68,494-84.1% |
| Participation rate | 91.5% | 66.7%+24.8pp | 80.3%+11.2pp | 67.9%+23.6pp |
| Annual return | -13.77% | 1.01%-14.8pp | -0.04%-13.7pp | -7.84%-5.9pp |
| Employer contribution / active EE | $565 | $3,184-82.3% | $4,951-88.6% | $2,596-78.3% |
| Participant deferral / active EE | $1,737 | $3,384-48.7% | $5,637-69.2% | $4,027-56.9% |
| Admin fee / account holder | $683 | $5,755-88.1% | $14,673-95.3% | $5,403-87.4% |