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 6-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 | $16,534 | $73,867-77.6% | $143,757-88.5% | $68,494-75.9% |
| Participation rate | 94.0% | 66.7%+27.4pp | 80.3%+13.7pp | 67.9%+26.2pp |
| Annual return | -17.66% | 1.01%-18.7pp | -0.04%-17.6pp | -7.84%-9.8pp |
| Employer contribution / active EE | $2,045 | $3,184-35.8% | $4,951-58.7% | $2,596-21.2% |
| Participant deferral / active EE | $2,559 | $3,384-24.4% | $5,637-54.6% | $4,027-36.4% |
| Admin fee / account holder | $2,885 | $5,755-49.9% | $14,673-80.3% | $5,403-46.6% |