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 9-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 | $24,202 | $95,862-74.8% | $79,550-69.6% | $134,475-82.0% |
| Participation rate | 95.2% | 75.0%+20.2pp | 69.5%+25.8pp | 81.2%+14.0pp |
| Annual return | -18.22% | -2.69%-15.5pp | 0.16%-18.4pp | 417.96%-436.2pp |
| Employer contribution / active EE | $893 | $3,128-71.5% | $2,413-63.0% | $4,740-81.2% |
| Participant deferral / active EE | $2,674 | $4,693-43.0% | $3,985-32.9% | $6,400-58.2% |
| Admin fee / account holder | $1,685 | $9,126-81.5% | $6,832-75.3% | $11,426-85.3% |