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 | $32,283 | $92,222-65.0% | $76,768-57.9% | $135,375-76.2% |
| Participation rate | 82.6% | 79.8%+2.8pp | 77.0%+5.6pp | 82.6%0pp |
| Annual return | -8.08% | 5.46%-13.5pp | 2.43%-10.5pp | 519.73%-527.8pp |
| Employer contribution / active EE | $2,183 | $3,216-32.1% | $2,485-12.2% | $4,779-54.3% |
| Participant deferral / active EE | $4,700 | $4,509+4.2% | $3,852+22.0% | $5,609-16.2% |
| Admin fee / account holder | $913 | $10,748-91.5% | $6,675-86.3% | $10,827-91.6% |