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 5-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 | $5,669 | $82,286-93.1% | $68,791-91.8% | $134,475-95.8% |
| Participation rate | 87.0% | 75.1%+11.9pp | 69.0%+17.9pp | 81.2%+5.7pp |
| Annual return | -19.58% | -2.19%-17.4pp | -6.38%-13.2pp | 417.96%-437.5pp |
| Employer contribution / active EE | $694 | $3,301-79.0% | $2,655-73.9% | $4,740-85.4% |
| Participant deferral / active EE | $1,811 | $4,739-61.8% | $3,941-54.1% | $6,400-71.7% |
| Admin fee / account holder | $970 | $6,481-85.0% | $4,932-80.3% | $11,426-91.5% |