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 | $35,013 | $73,004-52.0% | $90,749-61.4% | $68,494-48.9% |
| Participation rate | 82.6% | 70.8%+11.8pp | 75.7%+6.9pp | 67.9%+14.7pp |
| Annual return | -16.71% | -13.81%-2.9pp | -12.16%-4.5pp | -7.84%-8.9pp |
| Employer contribution / active EE | $1,365 | $2,193-37.7% | $2,921-53.3% | $2,596-47.4% |
| Participant deferral / active EE | $2,872 | $3,627-20.8% | $4,564-37.1% | $4,027-28.7% |
| Admin fee / account holder | $12,316 | $5,896+108.9% | $8,445+45.8% | $5,403+128.0% |