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 5-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 | $14,859 | $73,867-79.9% | $143,757-89.7% | $68,494-78.3% |
| Participation rate | 80.8% | 66.7%+14.1pp | 80.3%+0.5pp | 67.9%+12.9pp |
| Annual return | -18.82% | 1.01%-19.8pp | -0.04%-18.8pp | -7.84%-11.0pp |
| Employer contribution / active EE | $1,050 | $3,184-67.0% | $4,951-78.8% | $2,596-59.6% |
| Participant deferral / active EE | $3,540 | $3,384+4.6% | $5,637-37.2% | $4,027-12.1% |
| Admin fee / account holder | $311 | $5,755-94.6% | $14,673-97.9% | $5,403-94.2% |