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 | $69,552 | $95,862-27.4% | $79,550-12.6% | $134,475-48.3% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -12.30% | -2.69%-9.6pp | 0.16%-12.5pp | 417.96%-430.3pp |
| Employer contribution / active EE | $1,257 | $3,128-59.8% | $2,413-47.9% | $4,740-73.5% |
| Participant deferral / active EE | $3,750 | $4,693-20.1% | $3,985-5.9% | $6,400-41.4% |
| Admin fee / account holder | $1,171 | $9,126-87.2% | $6,832-82.9% | $11,426-89.8% |