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 | $11,119 | $73,867-84.9% | $143,757-92.3% | $68,494-83.8% |
| Participation rate | 71.0% | 66.7%+4.3pp | 80.3%-9.3pp | 67.9%+3.1pp |
| Annual return | -15.67% | 1.01%-16.7pp | -0.04%-15.6pp | -7.84%-7.8pp |
| Employer contribution / active EE | $1,017 | $3,184-68.1% | $4,951-79.5% | $2,596-60.8% |
| Participant deferral / active EE | $2,530 | $3,384-25.2% | $5,637-55.1% | $4,027-37.2% |
| Admin fee / account holder | $3,656 | $5,755-36.5% | $14,673-75.1% | $5,403-32.3% |