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 | $20,649 | $82,664-75.0% | $125,339-83.5% | $68,494-69.9% |
| Participation rate | 92.0% | 75.0%+17.0pp | 82.4%+9.6pp | 67.9%+24.1pp |
| Annual return | -18.25% | -5.97%-12.3pp | 572.05%-590.3pp | -7.84%-10.4pp |
| Employer contribution / active EE | $954 | $3,381-71.8% | $4,814-80.2% | $2,596-63.2% |
| Participant deferral / active EE | $5,712 | $6,110-6.5% | $7,446-23.3% | $4,027+41.8% |
| Admin fee / account holder | $421 | $6,275-93.3% | $10,010-95.8% | $5,403-92.2% |