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 | $47,459 | $95,862-50.5% | $79,550-40.3% | $134,475-64.7% |
| Participation rate | 70.0% | 75.0%-5.0pp | 69.5%+0.5pp | 81.2%-11.2pp |
| Annual return | -15.68% | -2.69%-13.0pp | 0.16%-15.8pp | 417.96%-433.6pp |
| Employer contribution / active EE | $1,252 | $3,128-60.0% | $2,413-48.1% | $4,740-73.6% |
| Participant deferral / active EE | $2,659 | $4,693-43.3% | $3,985-33.3% | $6,400-58.4% |
| Admin fee / account holder | $1,011 | $9,126-88.9% | $6,832-85.2% | $11,426-91.2% |