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 | $14,735 | $95,862-84.6% | $79,550-81.5% | $134,475-89.0% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -13.95% | -2.69%-11.3pp | 0.16%-14.1pp | 417.96%-431.9pp |
| Employer contribution / active EE | $1,660 | $3,128-46.9% | $2,413-31.2% | $4,740-65.0% |
| Participant deferral / active EE | $2,415 | $4,693-48.5% | $3,985-39.4% | $6,400-62.3% |
| Admin fee / account holder | $7,820 | $9,126-14.3% | $6,832+14.5% | $11,426-31.6% |