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 | $19,785 | $91,911-78.5% | $68,793-71.2% | $135,375-85.4% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -2.74% | -8.22%+5.5pp | -4.63%+1.9pp | 519.73%-522.5pp |
| Employer contribution / active EE | $1,096 | $3,924-72.1% | $2,625-58.3% | $4,779-77.1% |
| Participant deferral / active EE | $0 | $4,315-100.0% | $3,311-100.0% | $5,609-100.0% |
| Admin fee / account holder | $1,006 | $9,240-89.1% | $5,131-80.4% | $10,827-90.7% |