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 | $27,695 | $82,286-66.3% | $68,791-59.7% | $134,475-79.4% |
| Participation rate | 83.3% | 75.1%+8.3pp | 69.0%+14.3pp | 81.2%+2.1pp |
| Annual return | -19.14% | -2.19%-16.9pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,104 | $3,301-66.6% | $2,655-58.4% | $4,740-76.7% |
| Participant deferral / active EE | $4,830 | $4,739+1.9% | $3,941+22.5% | $6,400-24.5% |
| Admin fee / account holder | $1,322 | $6,481-79.6% | $4,932-73.2% | $11,426-88.4% |