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 | $27,089 | $142,344-81.0% | $119,609-77.4% | $134,475-79.9% |
| Participation rate | 90.0% | 82.8%+7.2pp | 79.3%+10.7pp | 81.2%+8.8pp |
| Annual return | -14.97% | -12.44%-2.5pp | -14.97%0pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,171 | $5,222-58.4% | $4,232-48.7% | $4,740-54.2% |
| Participant deferral / active EE | $4,782 | $6,469-26.1% | $5,602-14.6% | $6,400-25.3% |
| Admin fee / account holder | $6,854 | $13,584-49.5% | $10,323-33.6% | $11,426-40.0% |