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 | $10,686 | $117,690-90.9% | $71,735-85.1% | $134,475-92.1% |
| Participation rate | 91.3% | 68.8%+22.5pp | 62.3%+29.0pp | 81.2%+10.1pp |
| Annual return | -18.94% | 25.44%-44.4pp | 9.14%-28.1pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,518 | $2,525-39.9% | $1,704-10.9% | $4,740-68.0% |
| Participant deferral / active EE | $2,673 | $3,759-28.9% | $2,658+0.6% | $6,400-58.2% |
| Admin fee / account holder | $1,996 | $6,379-68.7% | $3,974-49.8% | $11,426-82.5% |