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 | $28,759 | $86,699-66.8% | $73,307-60.8% | $125,391-77.1% |
| Participation rate | 80.0% | 78.6%+1.4pp | 74.9%+5.1pp | 83.2%-3.2pp |
| Annual return | -2.63% | 2.78%-5.4pp | 5.67%-8.3pp | 282.22%-284.9pp |
| Employer contribution / active EE | $1,842 | $4,152-55.6% | $3,237-43.1% | $4,866-62.1% |
| Participant deferral / active EE | $6,729 | $5,550+21.2% | $4,991+34.8% | $5,352+25.7% |
| Admin fee / account holder | $1,113 | $7,771-85.7% | $5,637-80.3% | $9,540-88.3% |