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 | $17,522 | $59,805-70.7% | $79,550-78.0% | $68,494-74.4% |
| Participation rate | 73.0% | 61.1%+12.0pp | 69.5%+3.5pp | 67.9%+5.1pp |
| Annual return | -18.72% | -12.30%-6.4pp | 0.16%-18.9pp | -7.84%-10.9pp |
| Employer contribution / active EE | $743 | $1,505-50.7% | $2,413-69.2% | $2,596-71.4% |
| Participant deferral / active EE | $4,626 | $3,024+53.0% | $3,985+16.1% | $4,027+14.9% |
| Admin fee / account holder | $1,336 | $4,835-72.4% | $6,832-80.4% | $5,403-75.3% |