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 | $15,732 | $69,518-77.4% | $59,878-73.7% | $135,375-88.4% |
| Participation rate | 84.6% | 77.8%+6.8pp | 74.7%+9.9pp | 82.6%+2.0pp |
| Annual return | -7.64% | 7.94%-15.6pp | 3.46%-11.1pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,363 | $3,235-57.9% | $2,722-49.9% | $4,779-71.5% |
| Participant deferral / active EE | $3,746 | $4,206-10.9% | $3,402+10.1% | $5,609-33.2% |
| Admin fee / account holder | $3,458 | $5,734-39.7% | $3,590-3.7% | $10,827-68.1% |