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 | $31,494 | $95,862-67.1% | $79,550-60.4% | $134,475-76.6% |
| Participation rate | 91.7% | 75.0%+16.6pp | 69.5%+22.2pp | 81.2%+10.4pp |
| Annual return | -18.18% | -2.69%-15.5pp | 0.16%-18.3pp | 417.96%-436.1pp |
| Employer contribution / active EE | $2,403 | $3,128-23.2% | $2,413-0.4% | $4,740-49.3% |
| Participant deferral / active EE | $4,769 | $4,693+1.6% | $3,985+19.7% | $6,400-25.5% |
| Admin fee / account holder | $23,154 | $9,126+153.7% | $6,832+238.9% | $11,426+102.6% |