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 6-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 | $29,941 | $82,664-63.8% | $125,339-76.1% | $68,494-56.3% |
| Participation rate | 76.5% | 75.0%+1.5pp | 82.4%-5.8pp | 67.9%+8.7pp |
| Annual return | -10.29% | -5.97%-4.3pp | 572.05%-582.3pp | -7.84%-2.4pp |
| Employer contribution / active EE | $2,876 | $3,381-14.9% | $4,814-40.2% | $2,596+10.8% |
| Participant deferral / active EE | $9,850 | $6,110+61.2% | $7,446+32.3% | $4,027+144.6% |
| Admin fee / account holder | $850 | $6,275-86.5% | $10,010-91.5% | $5,403-84.3% |