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 | $50,500 | $211,958-76.2% | $169,463-70.2% | $135,375-62.7% |
| Participation rate | 80.0% | 82.6%-2.6pp | 77.8%+2.2pp | 82.6%-2.6pp |
| Annual return | -6.22% | 3.26%-9.5pp | 1.83%-8.0pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,542 | $5,120-69.9% | $4,159-62.9% | $4,779-67.7% |
| Participant deferral / active EE | $6,182 | $6,075+1.8% | $5,277+17.2% | $5,609+10.2% |
| Admin fee / account holder | $337 | $11,471-97.1% | $9,109-96.3% | $10,827-96.9% |