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 | $23,438 | $92,222-74.6% | $76,768-69.5% | $135,375-82.7% |
| Participation rate | 81.8% | 79.8%+2.1pp | 77.0%+4.9pp | 82.6%-0.8pp |
| Annual return | -8.26% | 5.46%-13.7pp | 2.43%-10.7pp | 519.73%-528.0pp |
| Employer contribution / active EE | $1,168 | $3,216-63.7% | $2,485-53.0% | $4,779-75.5% |
| Participant deferral / active EE | $2,015 | $4,509-55.3% | $3,852-47.7% | $5,609-64.1% |
| Admin fee / account holder | $311 | $10,748-97.1% | $6,675-95.3% | $10,827-97.1% |