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 | $34,978 | $95,862-63.5% | $79,550-56.0% | $134,475-74.0% |
| Participation rate | 78.9% | 75.0%+3.9pp | 69.5%+9.5pp | 81.2%-2.3pp |
| Annual return | -17.71% | -2.69%-15.0pp | 0.16%-17.9pp | 417.96%-435.7pp |
| Employer contribution / active EE | $2,241 | $3,128-28.3% | $2,413-7.1% | $4,740-52.7% |
| Participant deferral / active EE | $6,124 | $4,693+30.5% | $3,985+53.7% | $6,400-4.3% |
| Admin fee / account holder | $3,148 | $9,126-65.5% | $6,832-53.9% | $11,426-72.5% |