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 | $59,571 | $85,790-30.6% | $67,313-11.5% | $135,375-56.0% |
| Participation rate | 86.7% | 76.5%+10.2pp | 69.1%+17.6pp | 82.6%+4.0pp |
| Annual return | -4.38% | -0.54%-3.8pp | -4.08%-0.3pp | 519.73%-524.1pp |
| Employer contribution / active EE | $1,091 | $3,487-68.7% | $2,566-57.5% | $4,779-77.2% |
| Participant deferral / active EE | $1,512 | $4,651-67.5% | $3,568-57.6% | $5,609-73.0% |
| Admin fee / account holder | $1,542 | $6,392-75.9% | $4,507-65.8% | $10,827-85.8% |