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 | $71,410 | $85,790-16.8% | $67,313+6.1% | $135,375-47.3% |
| Participation rate | 87.5% | 76.5%+11.0pp | 69.1%+18.4pp | 82.6%+4.9pp |
| Annual return | -6.17% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,538 | $3,487-55.9% | $2,566-40.1% | $4,779-67.8% |
| Participant deferral / active EE | $2,975 | $4,651-36.0% | $3,568-16.6% | $5,609-47.0% |
| Admin fee / account holder | $960 | $6,392-85.0% | $4,507-78.7% | $10,827-91.1% |