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 | $43,625 | $92,222-52.7% | $76,768-43.2% | $135,375-67.8% |
| Participation rate | 88.2% | 79.8%+8.5pp | 77.0%+11.3pp | 82.6%+5.6pp |
| Annual return | -4.51% | 5.46%-10.0pp | 2.43%-6.9pp | 519.73%-524.2pp |
| Employer contribution / active EE | $3,276 | $3,216+1.9% | $2,485+31.8% | $4,779-31.4% |
| Participant deferral / active EE | $6,697 | $4,509+48.5% | $3,852+73.9% | $5,609+19.4% |
| Admin fee / account holder | $21,117 | $10,748+96.5% | $6,675+216.4% | $10,827+95.0% |