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 | $25,434 | $73,867-65.6% | $143,757-82.3% | $68,494-62.9% |
| Participation rate | 95.9% | 66.7%+29.3pp | 80.3%+15.6pp | 67.9%+28.0pp |
| Annual return | -15.79% | 1.01%-16.8pp | -0.04%-15.7pp | -7.84%-7.9pp |
| Employer contribution / active EE | $4,534 | $3,184+42.4% | $4,951-8.4% | $2,596+74.6% |
| Participant deferral / active EE | $2,688 | $3,384-20.6% | $5,637-52.3% | $4,027-33.2% |
| Admin fee / account holder | $2,810 | $5,755-51.2% | $14,673-80.9% | $5,403-48.0% |