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 | $35,804 | $105,860-66.2% | $90,749-60.5% | $134,475-73.4% |
| Participation rate | 76.9% | 78.2%-1.3pp | 75.7%+1.2pp | 81.2%-4.3pp |
| Annual return | -14.26% | -11.01%-3.3pp | -12.16%-2.1pp | 417.96%-432.2pp |
| Employer contribution / active EE | $2,913 | $3,462-15.9% | $2,921-0.3% | $4,740-38.5% |
| Participant deferral / active EE | $4,948 | $5,216-5.1% | $4,564+8.4% | $6,400-22.7% |
| Admin fee / account holder | $4,378 | $13,938-68.6% | $8,445-48.2% | $11,426-61.7% |