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 | $45,860 | $82,286-44.3% | $68,791-33.3% | $134,475-65.9% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.0%+1.0pp | 81.2%-11.2pp |
| Annual return | -19.48% | -2.19%-17.3pp | -6.38%-13.1pp | 417.96%-437.4pp |
| Employer contribution / active EE | $1,259 | $3,301-61.9% | $2,655-52.6% | $4,740-73.4% |
| Participant deferral / active EE | $3,239 | $4,739-31.6% | $3,941-17.8% | $6,400-49.4% |
| Admin fee / account holder | $19,179 | $6,481+195.9% | $4,932+288.9% | $11,426+67.9% |