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 10-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 | $12,878 | $73,867-82.6% | $143,757-91.0% | $68,494-81.2% |
| Participation rate | 94.4% | 66.7%+27.8pp | 80.3%+14.1pp | 67.9%+26.6pp |
| Annual return | -7.30% | 1.01%-8.3pp | -0.04%-7.3pp | -7.84%+0.5pp |
| Employer contribution / active EE | $455 | $3,184-85.7% | $4,951-90.8% | $2,596-82.5% |
| Participant deferral / active EE | $1,573 | $3,384-53.5% | $5,637-72.1% | $4,027-60.9% |
| Admin fee / account holder | $555 | $5,755-90.4% | $14,673-96.2% | $5,403-89.7% |