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 | $60,358 | $82,286-26.6% | $68,791-12.3% | $134,475-55.1% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -10.74% | -2.19%-8.6pp | -6.38%-4.4pp | 417.96%-428.7pp |
| Employer contribution / active EE | $1,165 | $3,301-64.7% | $2,655-56.1% | $4,740-75.4% |
| Participant deferral / active EE | $1,529 | $4,739-67.7% | $3,941-61.2% | $6,400-76.1% |
| Admin fee / account holder | $673 | $6,481-89.6% | $4,932-86.3% | $11,426-94.1% |