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 | $31,683 | $85,790-63.1% | $67,313-52.9% | $135,375-76.6% |
| Participation rate | 91.7% | 76.5%+15.2pp | 69.1%+22.6pp | 82.6%+9.0pp |
| Annual return | -8.04% | -0.54%-7.5pp | -4.08%-4.0pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,503 | $3,487-28.2% | $2,566-2.4% | $4,779-47.6% |
| Participant deferral / active EE | $9,606 | $4,651+106.5% | $3,568+169.2% | $5,609+71.3% |
| Admin fee / account holder | $563 | $6,392-91.2% | $4,507-87.5% | $10,827-94.8% |