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 7-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 | $26,218 | $75,935-65.5% | $60,547-56.7% | $125,391-79.1% |
| Participation rate | 78.6% | 76.5%+2.0pp | 68.0%+10.6pp | 83.2%-4.6pp |
| Annual return | -2.04% | -5.38%+3.3pp | 335.64%-337.7pp | 282.22%-284.3pp |
| Employer contribution / active EE | $2,188 | $3,438-36.3% | $2,419-9.5% | $4,866-55.0% |
| Participant deferral / active EE | $1,305 | $4,506-71.0% | $3,328-60.8% | $5,352-75.6% |
| Admin fee / account holder | $1,544 | $6,768-77.2% | $4,536-66.0% | $9,540-83.8% |