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 | $26,869 | $117,690-77.2% | $71,735-62.5% | $134,475-80.0% |
| Participation rate | 76.5% | 68.8%+7.6pp | 62.3%+14.2pp | 81.2%-4.8pp |
| Annual return | -19.45% | 25.44%-44.9pp | 9.14%-28.6pp | 417.96%-437.4pp |
| Employer contribution / active EE | $686 | $2,525-72.8% | $1,704-59.7% | $4,740-85.5% |
| Participant deferral / active EE | $1,783 | $3,759-52.6% | $2,658-32.9% | $6,400-72.1% |
| Admin fee / account holder | $814 | $6,379-87.2% | $3,974-79.5% | $11,426-92.9% |