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 | $55,345 | $92,222-40.0% | $76,768-27.9% | $135,375-59.1% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -3.25% | 5.46%-8.7pp | 2.43%-5.7pp | 519.73%-523.0pp |
| Employer contribution / active EE | $1,812 | $3,216-43.7% | $2,485-27.1% | $4,779-62.1% |
| Participant deferral / active EE | $3,361 | $4,509-25.5% | $3,852-12.7% | $5,609-40.1% |
| Admin fee / account holder | $40,596 | $10,748+277.7% | $6,675+508.2% | $10,827+275.0% |