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 6-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 | $19,035 | $87,540-78.3% | $75,781-74.9% | $125,391-84.8% |
| Participation rate | 77.3% | 80.2%-2.9pp | 75.8%+1.5pp | 83.2%-5.9pp |
| Annual return | -1.13% | 13.48%-14.6pp | 9.68%-10.8pp | 282.22%-283.4pp |
| Employer contribution / active EE | $774 | $3,930-80.3% | $3,323-76.7% | $4,866-84.1% |
| Participant deferral / active EE | $0 | $4,229-100.0% | $3,651-100.0% | $5,352-100.0% |
| Admin fee / account holder | $16,728 | $6,502+157.3% | $5,299+215.7% | $9,540+75.3% |