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 | $42,263 | $87,540-51.7% | $75,781-44.2% | $125,391-66.3% |
| Participation rate | 81.0% | 80.2%+0.8pp | 75.8%+5.1pp | 83.2%-2.2pp |
| Annual return | -3.71% | 13.48%-17.2pp | 9.68%-13.4pp | 282.22%-285.9pp |
| Employer contribution / active EE | $2,638 | $3,930-32.9% | $3,323-20.6% | $4,866-45.8% |
| Participant deferral / active EE | $5,311 | $4,229+25.6% | $3,651+45.4% | $5,352-0.8% |
| Admin fee / account holder | $4,018 | $6,502-38.2% | $5,299-24.2% | $9,540-57.9% |