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 | $68,434 | $95,862-28.6% | $79,550-14.0% | $134,475-49.1% |
| Participation rate | 84.2% | 75.0%+9.2pp | 69.5%+14.7pp | 81.2%+3.0pp |
| Annual return | -17.88% | -2.69%-15.2pp | 0.16%-18.0pp | 417.96%-435.8pp |
| Employer contribution / active EE | $12,329 | $3,128+294.1% | $2,413+410.9% | $4,740+160.1% |
| Participant deferral / active EE | $2,796 | $4,693-40.4% | $3,985-29.8% | $6,400-56.3% |
| Admin fee / account holder | $1,246 | $9,126-86.3% | $6,832-81.8% | $11,426-89.1% |