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 | $25,253 | $54,350-53.5% | $82,719-69.5% | $68,494-63.1% |
| Participation rate | 73.9% | 63.9%+10.0pp | 72.6%+1.4pp | 67.9%+6.0pp |
| Annual return | -11.84% | -13.67%+1.8pp | 701.18%-713.0pp | -7.84%-4.0pp |
| Employer contribution / active EE | $441 | $2,218-80.1% | $3,009-85.3% | $2,596-83.0% |
| Participant deferral / active EE | $1,361 | $3,246-58.1% | $4,395-69.0% | $4,027-66.2% |
| Admin fee / account holder | $2,990 | $4,395-32.0% | $5,329-43.9% | $5,403-44.7% |