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 | $28,114 | $27,641+1.7% | $61,373-54.2% | $68,494-59.0% |
| Participation rate | 76.9% | 39.5%+37.4pp | 52.6%+24.4pp | 67.9%+9.0pp |
| Annual return | -9.31% | -13.24%+3.9pp | 338.61%-347.9pp | -7.84%-1.5pp |
| Employer contribution / active EE | $721 | $695+3.6% | $1,159-37.9% | $2,596-72.2% |
| Participant deferral / active EE | $2,774 | $1,263+119.6% | $2,125+30.6% | $4,027-31.1% |
| Admin fee / account holder | $3,847 | $2,010+91.4% | $2,130+80.6% | $5,403-28.8% |