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 | $22,707 | $84,527-73.1% | $67,711-66.5% | $125,391-81.9% |
| Participation rate | 73.3% | 74.8%-1.5pp | 67.5%+5.8pp | 83.2%-9.9pp |
| Annual return | -2.96% | 2.57%-5.5pp | 25.41%-28.4pp | 282.22%-285.2pp |
| Employer contribution / active EE | $1,454 | $3,292-55.8% | $2,559-43.2% | $4,866-70.1% |
| Participant deferral / active EE | $1,949 | $4,429-56.0% | $3,585-45.6% | $5,352-63.6% |
| Admin fee / account holder | $450 | $5,340-91.6% | $4,255-89.4% | $9,540-95.3% |