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 | $17,891 | $95,862-81.3% | $79,550-77.5% | $134,475-86.7% |
| Participation rate | 70.6% | 75.0%-4.4pp | 69.5%+1.1pp | 81.2%-10.6pp |
| Annual return | -5.52% | -2.69%-2.8pp | 0.16%-5.7pp | 417.96%-423.5pp |
| Employer contribution / active EE | $1,524 | $3,128-51.3% | $2,413-36.8% | $4,740-67.8% |
| Participant deferral / active EE | $2,254 | $4,693-52.0% | $3,985-43.4% | $6,400-64.8% |
| Admin fee / account holder | $19,878 | $9,126+117.8% | $6,832+190.9% | $11,426+74.0% |