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 | $16,910 | $53,596-68.4% | $90,645-81.3% | $64,186-73.7% |
| Participation rate | 90.5% | 64.5%+26.0pp | 74.0%+16.5pp | 69.6%+21.0pp |
| Annual return | -7.81% | 4.41%-12.2pp | 1.88%-9.7pp | 7.63%-15.4pp |
| Employer contribution / active EE | $2,067 | $1,503+37.5% | $2,532-18.4% | $2,381-13.2% |
| Participant deferral / active EE | $2,774 | $2,459+12.8% | $3,425-19.0% | $3,470-20.0% |
| Admin fee / account holder | $1,155 | $3,868-70.1% | $4,994-76.9% | $4,888-76.4% |