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 | $19,593 | $95,193-79.4% | $76,523-74.4% | $135,375-85.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -1.44% | 4.85%-6.3pp | -0.27%-1.2pp | 519.73%-521.2pp |
| Employer contribution / active EE | $1,081 | $3,302-67.3% | $2,647-59.1% | $4,779-77.4% |
| Participant deferral / active EE | $1,702 | $4,639-63.3% | $3,835-55.6% | $5,609-69.7% |
| Admin fee / account holder | $581 | $6,249-90.7% | $4,848-88.0% | $10,827-94.6% |