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 | $18,990 | $64,707-70.7% | $112,228-83.1% | $68,494-72.3% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.1%+24.9pp | 67.9%+32.1pp |
| Annual return | -18.03% | -11.40%-6.6pp | 27.45%-45.5pp | -7.84%-10.2pp |
| Employer contribution / active EE | $861 | $2,746-68.7% | $3,635-76.3% | $2,596-66.9% |
| Participant deferral / active EE | $1,844 | $3,565-48.3% | $4,728-61.0% | $4,027-54.2% |
| Admin fee / account holder | $928 | $5,232-82.3% | $6,410-85.5% | $5,403-82.8% |