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 7-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 | $16,036 | $48,265-66.8% | $68,791-76.7% | $68,494-76.6% |
| Participation rate | 94.5% | 60.7%+33.8pp | 69.0%+25.5pp | 67.9%+26.6pp |
| Annual return | -15.89% | -12.71%-3.2pp | -6.38%-9.5pp | -7.84%-8.0pp |
| Employer contribution / active EE | $3,425 | $1,829+87.3% | $2,655+29.0% | $2,596+31.9% |
| Participant deferral / active EE | $3,484 | $2,867+21.5% | $3,941-11.6% | $4,027-13.5% |
| Admin fee / account holder | $1,510 | $4,355-65.3% | $4,932-69.4% | $5,403-72.0% |