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 10-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 | $23,977 | $54,350-55.9% | $82,719-71.0% | $68,494-65.0% |
| Participation rate | 89.3% | 63.9%+25.4pp | 72.6%+16.7pp | 67.9%+21.4pp |
| Annual return | -13.24% | -13.67%+0.4pp | 701.18%-714.4pp | -7.84%-5.4pp |
| Employer contribution / active EE | $754 | $2,218-66.0% | $3,009-74.9% | $2,596-71.0% |
| Participant deferral / active EE | $1,404 | $3,246-56.7% | $4,395-68.0% | $4,027-65.1% |
| Admin fee / account holder | $424 | $4,395-90.4% | $5,329-92.0% | $5,403-92.2% |