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 | $35,025 | $71,883-51.3% | $86,677-59.6% | $68,494-48.9% |
| Participation rate | 82.7% | 72.2%+10.5pp | 76.6%+6.1pp | 67.9%+14.8pp |
| Annual return | -16.35% | 3.52%-19.9pp | 35.91%-52.3pp | -7.84%-8.5pp |
| Employer contribution / active EE | $1,944 | $2,173-10.5% | $2,836-31.4% | $2,596-25.1% |
| Participant deferral / active EE | $3,236 | $3,779-14.4% | $4,656-30.5% | $4,027-19.6% |
| Admin fee / account holder | $2,290 | $6,112-62.5% | $7,493-69.4% | $5,403-57.6% |