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 | $25,086 | $32,117-21.9% | $71,086-64.7% | $64,186-60.9% |
| Participation rate | 89.3% | 42.7%+46.6pp | 54.7%+34.6pp | 69.6%+19.7pp |
| Annual return | -8.49% | -5.57%-2.9pp | 650.59%-659.1pp | 7.63%-16.1pp |
| Employer contribution / active EE | $652 | $712-8.5% | $1,088-40.1% | $2,381-72.6% |
| Participant deferral / active EE | $2,149 | $1,263+70.2% | $1,874+14.7% | $3,470-38.1% |
| Admin fee / account holder | $2,286 | $2,759-17.1% | $3,082-25.8% | $4,888-53.2% |