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 | $41,432 | $92,222-55.1% | $76,768-46.0% | $135,375-69.4% |
| Participation rate | 94.7% | 79.8%+15.0pp | 77.0%+17.8pp | 82.6%+12.1pp |
| Annual return | -7.26% | 5.46%-12.7pp | 2.43%-9.7pp | 519.73%-527.0pp |
| Employer contribution / active EE | $2,553 | $3,216-20.6% | $2,485+2.7% | $4,779-46.6% |
| Participant deferral / active EE | $5,943 | $4,509+31.8% | $3,852+54.3% | $5,609+6.0% |
| Admin fee / account holder | $2,998 | $10,748-72.1% | $6,675-55.1% | $10,827-72.3% |