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 | $29,976 | $95,862-68.7% | $79,550-62.3% | $134,475-77.7% |
| Participation rate | 82.6% | 75.0%+7.6pp | 69.5%+13.1pp | 81.2%+1.4pp |
| Annual return | -6.42% | -2.69%-3.7pp | 0.16%-6.6pp | 417.96%-424.4pp |
| Employer contribution / active EE | $1,431 | $3,128-54.2% | $2,413-40.7% | $4,740-69.8% |
| Participant deferral / active EE | $5,407 | $4,693+15.2% | $3,985+35.7% | $6,400-15.5% |
| Admin fee / account holder | $8,339 | $9,126-8.6% | $6,832+22.0% | $11,426-27.0% |