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 10-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 | $35,292 | $91,911-61.6% | $68,793-48.7% | $135,375-73.9% |
| Participation rate | 75.0% | 76.7%-1.7pp | 72.2%+2.8pp | 82.6%-7.6pp |
| Annual return | -4.49% | -8.22%+3.7pp | -4.63%+0.1pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,052 | $3,924-73.2% | $2,625-59.9% | $4,779-78.0% |
| Participant deferral / active EE | $1,734 | $4,315-59.8% | $3,311-47.6% | $5,609-69.1% |
| Admin fee / account holder | $459 | $9,240-95.0% | $5,131-91.1% | $10,827-95.8% |