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 | $16,534 | $95,862-82.8% | $79,550-79.2% | $134,475-87.7% |
| Participation rate | 90.9% | 75.0%+15.9pp | 69.5%+21.4pp | 81.2%+9.7pp |
| Annual return | -0.56% | -2.69%+2.1pp | 0.16%-0.7pp | 417.96%-418.5pp |
| Employer contribution / active EE | $2,088 | $3,128-33.3% | $2,413-13.5% | $4,740-55.9% |
| Participant deferral / active EE | $3,593 | $4,693-23.4% | $3,985-9.9% | $6,400-43.9% |
| Admin fee / account holder | $811 | $9,126-91.1% | $6,832-88.1% | $11,426-92.9% |