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 | $45,701 | $95,862-52.3% | $79,550-42.6% | $134,475-66.0% |
| Participation rate | 72.2% | 75.0%-2.8pp | 69.5%+2.7pp | 81.2%-9.0pp |
| Annual return | -16.83% | -2.69%-14.1pp | 0.16%-17.0pp | 417.96%-434.8pp |
| Employer contribution / active EE | $1,311 | $3,128-58.1% | $2,413-45.7% | $4,740-72.4% |
| Participant deferral / active EE | $3,032 | $4,693-35.4% | $3,985-23.9% | $6,400-52.6% |
| Admin fee / account holder | $1,239 | $9,126-86.4% | $6,832-81.9% | $11,426-89.2% |