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 | $28,132 | $86,699-67.6% | $73,307-61.6% | $125,391-77.6% |
| Participation rate | 87.5% | 78.6%+8.9pp | 74.9%+12.6pp | 83.2%+4.3pp |
| Annual return | -2.21% | 2.78%-5.0pp | 5.67%-7.9pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,405 | $4,152-18.0% | $3,237+5.2% | $4,866-30.0% |
| Participant deferral / active EE | $4,186 | $5,550-24.6% | $4,991-16.1% | $5,352-21.8% |
| Admin fee / account holder | $1,140 | $7,771-85.3% | $5,637-79.8% | $9,540-88.0% |