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 | $19,263 | $64,707-70.2% | $112,228-82.8% | $68,494-71.9% |
| Participation rate | 92.2% | 67.2%+25.1pp | 75.1%+17.1pp | 67.9%+24.3pp |
| Annual return | -17.12% | -11.40%-5.7pp | 27.45%-44.6pp | -7.84%-9.3pp |
| Employer contribution / active EE | $721 | $2,746-73.8% | $3,635-80.2% | $2,596-72.2% |
| Participant deferral / active EE | $2,529 | $3,565-29.0% | $4,728-46.5% | $4,027-37.2% |
| Admin fee / account holder | $1,646 | $5,232-68.5% | $6,410-74.3% | $5,403-69.5% |