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 | $51,680 | $73,867-30.0% | $143,757-64.1% | $68,494-24.5% |
| Participation rate | 73.5% | 66.7%+6.8pp | 80.3%-6.8pp | 67.9%+5.6pp |
| Annual return | -15.32% | 1.01%-16.3pp | -0.04%-15.3pp | -7.84%-7.5pp |
| Employer contribution / active EE | $1,594 | $3,184-49.9% | $4,951-67.8% | $2,596-38.6% |
| Participant deferral / active EE | $2,226 | $3,384-34.2% | $5,637-60.5% | $4,027-44.7% |
| Admin fee / account holder | $7,017 | $5,755+21.9% | $14,673-52.2% | $5,403+29.9% |