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 8-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 | $24,043 | $95,193-74.7% | $76,523-68.6% | $135,375-82.2% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.3pp | 82.6%-1.4pp |
| Annual return | -9.62% | 4.85%-14.5pp | -0.27%-9.3pp | 519.73%-529.4pp |
| Employer contribution / active EE | $5,125 | $3,302+55.2% | $2,647+93.6% | $4,779+7.2% |
| Participant deferral / active EE | $2,469 | $4,639-46.8% | $3,835-35.6% | $5,609-56.0% |
| Admin fee / account holder | $407 | $6,249-93.5% | $4,848-91.6% | $10,827-96.2% |