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 | $11,507 | $73,867-84.4% | $143,757-92.0% | $68,494-83.2% |
| Participation rate | 95.8% | 66.7%+29.1pp | 80.3%+15.5pp | 67.9%+27.9pp |
| Annual return | -9.02% | 1.01%-10.0pp | -0.04%-9.0pp | -7.84%-1.2pp |
| Employer contribution / active EE | $1,134 | $3,184-64.4% | $4,951-77.1% | $2,596-56.3% |
| Participant deferral / active EE | $1,635 | $3,384-51.7% | $5,637-71.0% | $4,027-59.4% |
| Admin fee / account holder | $1,086 | $5,755-81.1% | $14,673-92.6% | $5,403-79.9% |