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 | $65,497 | $95,862-31.7% | $79,550-17.7% | $134,475-51.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -14.55% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $2,208 | $3,128-29.4% | $2,413-8.5% | $4,740-53.4% |
| Participant deferral / active EE | $4,566 | $4,693-2.7% | $3,985+14.6% | $6,400-28.7% |
| Admin fee / account holder | $1,621 | $9,126-82.2% | $6,832-76.3% | $11,426-85.8% |