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 9-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 | $30,860 | $107,791-71.4% | $90,645-66.0% | $135,375-77.2% |
| Participation rate | 83.3% | 78.0%+5.3pp | 74.0%+9.3pp | 82.6%+0.7pp |
| Annual return | -4.96% | -0.90%-4.1pp | 1.88%-6.8pp | 519.73%-524.7pp |
| Employer contribution / active EE | $1,743 | $3,018-42.3% | $2,532-31.2% | $4,779-63.5% |
| Participant deferral / active EE | $2,216 | $3,872-42.8% | $3,425-35.3% | $5,609-60.5% |
| Admin fee / account holder | $10,645 | $5,930+79.5% | $4,994+113.2% | $10,827-1.7% |