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 | $11,713 | $73,867-84.1% | $143,757-91.9% | $68,494-82.9% |
| Participation rate | 96.2% | 66.7%+29.6pp | 80.3%+15.9pp | 67.9%+28.3pp |
| Annual return | -18.72% | 1.01%-19.7pp | -0.04%-18.7pp | -7.84%-10.9pp |
| Employer contribution / active EE | $1,308 | $3,184-58.9% | $4,951-73.6% | $2,596-49.6% |
| Participant deferral / active EE | $5,128 | $3,384+51.5% | $5,637-9.0% | $4,027+27.3% |
| Admin fee / account holder | $3,618 | $5,755-37.1% | $14,673-75.3% | $5,403-33.0% |