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 | $27,696 | $95,193-70.9% | $76,523-63.8% | $135,375-79.5% |
| Participation rate | 85.7% | 74.4%+11.3pp | 68.0%+17.7pp | 82.6%+3.1pp |
| Annual return | -8.08% | 4.85%-12.9pp | -0.27%-7.8pp | 519.73%-527.8pp |
| Employer contribution / active EE | $1,169 | $3,302-64.6% | $2,647-55.8% | $4,779-75.5% |
| Participant deferral / active EE | $3,936 | $4,639-15.2% | $3,835+2.6% | $5,609-29.8% |
| Admin fee / account holder | $680 | $6,249-89.1% | $4,848-86.0% | $10,827-93.7% |