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 | $28,763 | $82,286-65.0% | $68,791-58.2% | $134,475-78.6% |
| Participation rate | 70.6% | 75.1%-4.5pp | 69.0%+1.6pp | 81.2%-10.6pp |
| Annual return | -15.25% | -2.19%-13.1pp | -6.38%-8.9pp | 417.96%-433.2pp |
| Employer contribution / active EE | $1,455 | $3,301-55.9% | $2,655-45.2% | $4,740-69.3% |
| Participant deferral / active EE | $4,486 | $4,739-5.3% | $3,941+13.8% | $6,400-29.9% |
| Admin fee / account holder | $1,375 | $6,481-78.8% | $4,932-72.1% | $11,426-88.0% |