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 | $52,224 | $95,193-45.1% | $76,523-31.8% | $135,375-61.4% |
| Participation rate | 90.9% | 74.4%+16.5pp | 68.0%+22.9pp | 82.6%+8.3pp |
| Annual return | -10.20% | 4.85%-15.1pp | -0.27%-9.9pp | 519.73%-529.9pp |
| Employer contribution / active EE | $1,572 | $3,302-52.4% | $2,647-40.6% | $4,779-67.1% |
| Participant deferral / active EE | $5,509 | $4,639+18.8% | $3,835+43.6% | $5,609-1.8% |
| Admin fee / account holder | $3,840 | $6,249-38.5% | $4,848-20.8% | $10,827-64.5% |