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 | $58,369 | $95,862-39.1% | $79,550-26.6% | $134,475-56.6% |
| Participation rate | 77.8% | 75.0%+2.7pp | 69.5%+8.3pp | 81.2%-3.4pp |
| Annual return | -16.92% | -2.69%-14.2pp | 0.16%-17.1pp | 417.96%-434.9pp |
| Employer contribution / active EE | $3,333 | $3,128+6.5% | $2,413+38.1% | $4,740-29.7% |
| Participant deferral / active EE | $4,493 | $4,693-4.3% | $3,985+12.7% | $6,400-29.8% |
| Admin fee / account holder | $7,037 | $9,126-22.9% | $6,832+3.0% | $11,426-38.4% |