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 6-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 | $8,128 | $82,286-90.1% | $68,791-88.2% | $134,475-94.0% |
| Participation rate | 72.2% | 75.1%-2.8pp | 69.0%+3.2pp | 81.2%-9.0pp |
| Annual return | -20.23% | -2.19%-18.0pp | -6.38%-13.8pp | 417.96%-438.2pp |
| Employer contribution / active EE | $908 | $3,301-72.5% | $2,655-65.8% | $4,740-80.8% |
| Participant deferral / active EE | $2,054 | $4,739-56.6% | $3,941-47.9% | $6,400-67.9% |
| Admin fee / account holder | $778 | $6,481-88.0% | $4,932-84.2% | $11,426-93.2% |