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 8-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 | $17,822 | $57,354-68.9% | $83,848-78.7% | $64,186-72.2% |
| Participation rate | 96.6% | 68.6%+27.9pp | 76.1%+20.4pp | 69.6%+27.0pp |
| Annual return | -6.27% | 11.38%-17.6pp | 850.88%-857.1pp | 7.63%-13.9pp |
| Employer contribution / active EE | $1,614 | $2,545-36.6% | $3,631-55.5% | $2,381-32.2% |
| Participant deferral / active EE | $2,479 | $2,993-17.2% | $4,082-39.3% | $3,470-28.6% |
| Admin fee / account holder | $10,459 | $4,046+158.5% | $5,478+90.9% | $4,888+114.0% |