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 7-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 | $20,102 | $59,107-66.0% | $86,436-76.7% | $68,494-70.7% |
| Participation rate | 70.4% | 75.2%-4.9pp | 80.3%-10.0pp | 67.9%+2.5pp |
| Annual return | -11.43% | -0.23%-11.2pp | 4394.89%-4406.3pp | -7.84%-3.6pp |
| Employer contribution / active EE | $3,182 | $2,519+26.3% | $3,769-15.6% | $2,596+22.6% |
| Participant deferral / active EE | $7,711 | $5,901+30.7% | $6,952+10.9% | $4,027+91.5% |
| Admin fee / account holder | $10,146 | $5,637+80.0% | $6,731+50.7% | $5,403+87.8% |