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 | $62,074 | $85,790-27.6% | $67,313-7.8% | $135,375-54.1% |
| Participation rate | 82.4% | 76.5%+5.9pp | 69.1%+13.3pp | 82.6%-0.3pp |
| Annual return | -8.93% | -0.54%-8.4pp | -4.08%-4.8pp | 519.73%-528.7pp |
| Employer contribution / active EE | $2,264 | $3,487-35.1% | $2,566-11.8% | $4,779-52.6% |
| Participant deferral / active EE | $5,290 | $4,651+13.7% | $3,568+48.3% | $5,609-5.7% |
| Admin fee / account holder | $962 | $6,392-85.0% | $4,507-78.7% | $10,827-91.1% |