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 | $19,504 | $95,193-79.5% | $76,523-74.5% | $135,375-85.6% |
| Participation rate | 84.6% | 74.4%+10.2pp | 68.0%+16.6pp | 82.6%+2.0pp |
| Annual return | -6.61% | 4.85%-11.5pp | -0.27%-6.3pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,745 | $3,302-47.2% | $2,647-34.1% | $4,779-63.5% |
| Participant deferral / active EE | $3,570 | $4,639-23.1% | $3,835-6.9% | $5,609-36.4% |
| Admin fee / account holder | $1,450 | $6,249-76.8% | $4,848-70.1% | $10,827-86.6% |