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 | $11,644 | $73,867-84.2% | $143,757-91.9% | $68,494-83.0% |
| Participation rate | 86.8% | 66.7%+20.1pp | 80.3%+6.5pp | 67.9%+18.9pp |
| Annual return | -15.14% | 1.01%-16.2pp | -0.04%-15.1pp | -7.84%-7.3pp |
| Employer contribution / active EE | $1,498 | $3,184-53.0% | $4,951-69.7% | $2,596-42.3% |
| Participant deferral / active EE | $2,887 | $3,384-14.7% | $5,637-48.8% | $4,027-28.3% |
| Admin fee / account holder | $1,569 | $5,755-72.7% | $14,673-89.3% | $5,403-71.0% |