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 | $55,221 | $82,286-32.9% | $68,791-19.7% | $134,475-58.9% |
| Participation rate | 94.1% | 75.1%+19.1pp | 69.0%+25.1pp | 81.2%+12.9pp |
| Annual return | -11.79% | -2.19%-9.6pp | -6.38%-5.4pp | 417.96%-429.8pp |
| Employer contribution / active EE | $1,960 | $3,301-40.6% | $2,655-26.2% | $4,740-58.6% |
| Participant deferral / active EE | $5,631 | $4,739+18.8% | $3,941+42.9% | $6,400-12.0% |
| Admin fee / account holder | $1,636 | $6,481-74.8% | $4,932-66.8% | $11,426-85.7% |