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 8-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 | $34,602 | $71,883-51.9% | $86,677-60.1% | $68,494-49.5% |
| Participation rate | 96.0% | 72.2%+23.8pp | 76.6%+19.4pp | 67.9%+28.1pp |
| Annual return | -12.37% | 3.52%-15.9pp | 35.91%-48.3pp | -7.84%-4.5pp |
| Employer contribution / active EE | $583 | $2,173-73.2% | $2,836-79.4% | $2,596-77.5% |
| Participant deferral / active EE | $2,872 | $3,779-24.0% | $4,656-38.3% | $4,027-28.7% |
| Admin fee / account holder | $536 | $6,112-91.2% | $7,493-92.8% | $5,403-90.1% |