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 | $17,730 | $73,867-76.0% | $143,757-87.7% | $68,494-74.1% |
| Participation rate | 72.3% | 66.7%+5.7pp | 80.3%-8.0pp | 67.9%+4.5pp |
| Annual return | -19.27% | 1.01%-20.3pp | -0.04%-19.2pp | -7.84%-11.4pp |
| Employer contribution / active EE | $1,651 | $3,184-48.1% | $4,951-66.6% | $2,596-36.4% |
| Participant deferral / active EE | $1,877 | $3,384-44.5% | $5,637-66.7% | $4,027-53.4% |
| Admin fee / account holder | $776 | $5,755-86.5% | $14,673-94.7% | $5,403-85.6% |