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 8-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 | $16,912 | $95,862-82.4% | $79,550-78.7% | $134,475-87.4% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -12.24% | -2.69%-9.6pp | 0.16%-12.4pp | 417.96%-430.2pp |
| Employer contribution / active EE | $904 | $3,128-71.1% | $2,413-62.5% | $4,740-80.9% |
| Participant deferral / active EE | $1,490 | $4,693-68.2% | $3,985-62.6% | $6,400-76.7% |
| Admin fee / account holder | $1,377 | $9,126-84.9% | $6,832-79.8% | $11,426-87.9% |