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 | $21,407 | $82,286-74.0% | $68,791-68.9% | $134,475-84.1% |
| Participation rate | 81.0% | 75.1%+5.9pp | 69.0%+11.9pp | 81.2%-0.3pp |
| Annual return | -8.73% | -2.19%-6.5pp | -6.38%-2.3pp | 417.96%-426.7pp |
| Employer contribution / active EE | $697 | $3,301-78.9% | $2,655-73.7% | $4,740-85.3% |
| Participant deferral / active EE | $3,147 | $4,739-33.6% | $3,941-20.1% | $6,400-50.8% |
| Admin fee / account holder | $5,239 | $6,481-19.2% | $4,932+6.2% | $11,426-54.1% |