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 | $18,279 | $42,894-57.4% | $60,874-70.0% | $68,494-73.3% |
| Participation rate | 96.5% | 66.8%+29.7pp | 73.1%+23.4pp | 67.9%+28.6pp |
| Annual return | -8.12% | -13.98%+5.9pp | 16.90%-25.0pp | -7.84%-0.3pp |
| Employer contribution / active EE | $1,057 | $1,978-46.6% | $2,701-60.9% | $2,596-59.3% |
| Participant deferral / active EE | $1,548 | $2,867-46.0% | $3,817-59.4% | $4,027-61.6% |
| Admin fee / account holder | $388 | $3,101-87.5% | $3,224-88.0% | $5,403-92.8% |