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 | $28,664 | $64,707-55.7% | $112,228-74.5% | $68,494-58.2% |
| Participation rate | 97.1% | 67.2%+29.9pp | 75.1%+22.0pp | 67.9%+29.2pp |
| Annual return | -19.10% | -11.40%-7.7pp | 27.45%-46.5pp | -7.84%-11.3pp |
| Employer contribution / active EE | $735 | $2,746-73.2% | $3,635-79.8% | $2,596-71.7% |
| Participant deferral / active EE | $2,087 | $3,565-41.4% | $4,728-55.9% | $4,027-48.2% |
| Admin fee / account holder | $373 | $5,232-92.9% | $6,410-94.2% | $5,403-93.1% |