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 | $34,050 | $72,177-52.8% | $115,037-70.4% | $59,632-42.9% |
| Participation rate | 70.0% | 72.6%-2.6pp | 81.4%-11.4pp | 68.7%+1.3pp |
| Annual return | -2.07% | 12.02%-14.1pp | 26.14%-28.2pp | 2041.28%-2043.4pp |
| Employer contribution / active EE | $1,695 | $2,841-40.3% | $4,608-63.2% | $2,203-23.0% |
| Participant deferral / active EE | $2,519 | $4,783-47.3% | $6,026-58.2% | $3,192-21.1% |
| Admin fee / account holder | $4,483 | $4,927-9.0% | $8,175-45.2% | $4,297+4.3% |