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 | $21,300 | $82,286-74.1% | $68,791-69.0% | $134,475-84.2% |
| Participation rate | 90.9% | 75.1%+15.8pp | 69.0%+21.9pp | 81.2%+9.7pp |
| Annual return | -14.96% | -2.19%-12.8pp | -6.38%-8.6pp | 417.96%-432.9pp |
| Employer contribution / active EE | $2,256 | $3,301-31.6% | $2,655-15.0% | $4,740-52.4% |
| Participant deferral / active EE | $4,980 | $4,739+5.1% | $3,941+26.3% | $6,400-22.2% |
| Admin fee / account holder | $1,772 | $6,481-72.7% | $4,932-64.1% | $11,426-84.5% |