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 | $23,607 | $64,707-63.5% | $112,228-79.0% | $68,494-65.5% |
| Participation rate | 76.9% | 67.2%+9.8pp | 75.1%+1.9pp | 67.9%+9.0pp |
| Annual return | -6.57% | -11.40%+4.8pp | 27.45%-34.0pp | -7.84%+1.3pp |
| Employer contribution / active EE | $2,615 | $2,746-4.8% | $3,635-28.0% | $2,596+0.7% |
| Participant deferral / active EE | $3,820 | $3,565+7.2% | $4,728-19.2% | $4,027-5.1% |
| Admin fee / account holder | $167,373 | $5,232+3099.0% | $6,410+2511.1% | $5,403+2997.9% |