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 | $53,115 | $82,286-35.5% | $68,791-22.8% | $134,475-60.5% |
| Participation rate | 88.2% | 75.1%+13.2pp | 69.0%+19.2pp | 81.2%+7.0pp |
| Annual return | -19.17% | -2.19%-17.0pp | -6.38%-12.8pp | 417.96%-437.1pp |
| Employer contribution / active EE | $1,944 | $3,301-41.1% | $2,655-26.8% | $4,740-59.0% |
| Participant deferral / active EE | $5,278 | $4,739+11.4% | $3,941+33.9% | $6,400-17.5% |
| Admin fee / account holder | $2,667 | $6,481-58.8% | $4,932-45.9% | $11,426-76.7% |