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 | $23,447 | $85,790-72.7% | $67,313-65.2% | $135,375-82.7% |
| Participation rate | 87.0% | 76.5%+10.5pp | 69.1%+17.9pp | 82.6%+4.3pp |
| Annual return | -5.38% | -0.54%-4.8pp | -4.08%-1.3pp | 519.73%-525.1pp |
| Employer contribution / active EE | $1,993 | $3,487-42.8% | $2,566-22.3% | $4,779-58.3% |
| Participant deferral / active EE | $2,738 | $4,651-41.1% | $3,568-23.3% | $5,609-51.2% |
| Admin fee / account holder | $2,897 | $6,392-54.7% | $4,507-35.7% | $10,827-73.2% |