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 6-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 | $11,894 | $73,867-83.9% | $143,757-91.7% | $68,494-82.6% |
| Participation rate | 85.3% | 66.7%+18.6pp | 80.3%+5.0pp | 67.9%+17.4pp |
| Annual return | -15.95% | 1.01%-17.0pp | -0.04%-15.9pp | -7.84%-8.1pp |
| Employer contribution / active EE | $2,106 | $3,184-33.9% | $4,951-57.5% | $2,596-18.9% |
| Participant deferral / active EE | $5,836 | $3,384+72.4% | $5,637+3.5% | $4,027+44.9% |
| Admin fee / account holder | $2,576 | $5,755-55.2% | $14,673-82.4% | $5,403-52.3% |