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 5-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 | $15,012 | $95,862-84.3% | $79,550-81.1% | $134,475-88.8% |
| Participation rate | 93.3% | 75.0%+18.3pp | 69.5%+23.8pp | 81.2%+12.1pp |
| Annual return | -13.55% | -2.69%-10.9pp | 0.16%-13.7pp | 417.96%-431.5pp |
| Employer contribution / active EE | $1,752 | $3,128-44.0% | $2,413-27.4% | $4,740-63.0% |
| Participant deferral / active EE | $4,867 | $4,693+3.7% | $3,985+22.1% | $6,400-23.9% |
| Admin fee / account holder | $444 | $9,126-95.1% | $6,832-93.5% | $11,426-96.1% |