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 4-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 | $17,895 | $95,862-81.3% | $79,550-77.5% | $134,475-86.7% |
| Participation rate | 84.6% | 75.0%+9.6pp | 69.5%+15.1pp | 81.2%+3.4pp |
| Annual return | -15.34% | -2.69%-12.7pp | 0.16%-15.5pp | 417.96%-433.3pp |
| Employer contribution / active EE | $592 | $3,128-81.1% | $2,413-75.5% | $4,740-87.5% |
| Participant deferral / active EE | $3,818 | $4,693-18.6% | $3,985-4.2% | $6,400-40.3% |
| Admin fee / account holder | $20,257 | $9,126+122.0% | $6,832+196.5% | $11,426+77.3% |