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 6-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 | $21,736 | $95,862-77.3% | $79,550-72.7% | $134,475-83.8% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -17.58% | -2.69%-14.9pp | 0.16%-17.7pp | 417.96%-435.5pp |
| Employer contribution / active EE | $914 | $3,128-70.8% | $2,413-62.1% | $4,740-80.7% |
| Participant deferral / active EE | $3,861 | $4,693-17.7% | $3,985-3.1% | $6,400-39.7% |
| Admin fee / account holder | $7,653 | $9,126-16.1% | $6,832+12.0% | $11,426-33.0% |