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 | $15,678 | $87,540-82.1% | $75,781-79.3% | $125,391-87.5% |
| Participation rate | 85.0% | 80.2%+4.8pp | 75.8%+9.2pp | 83.2%+1.8pp |
| Annual return | -3.18% | 13.48%-16.7pp | 9.68%-12.9pp | 282.22%-285.4pp |
| Employer contribution / active EE | $2,288 | $3,930-41.8% | $3,323-31.2% | $4,866-53.0% |
| Participant deferral / active EE | $6,086 | $4,229+43.9% | $3,651+66.7% | $5,352+13.7% |
| Admin fee / account holder | $3,872 | $6,502-40.4% | $5,299-26.9% | $9,540-59.4% |