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 | $20,219 | $25,979-22.2% | $71,735-71.8% | $68,494-70.5% |
| Participation rate | 80.0% | 54.5%+25.5pp | 62.3%+17.7pp | 67.9%+12.1pp |
| Annual return | -16.97% | -15.10%-1.9pp | 9.14%-26.1pp | -7.84%-9.1pp |
| Employer contribution / active EE | $1,650 | $900+83.3% | $1,704-3.2% | $2,596-36.4% |
| Participant deferral / active EE | $3,445 | $1,522+126.3% | $2,658+29.6% | $4,027-14.5% |
| Admin fee / account holder | $2,267 | $2,022+12.1% | $3,974-43.0% | $5,403-58.0% |