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 | $45,114 | $82,664-45.4% | $125,339-64.0% | $68,494-34.1% |
| Participation rate | 75.9% | 75.0%+0.9pp | 82.4%-6.4pp | 67.9%+8.0pp |
| Annual return | 3.45% | -5.97%+9.4pp | 572.05%-568.6pp | -7.84%+11.3pp |
| Employer contribution / active EE | $2,910 | $3,381-13.9% | $4,814-39.6% | $2,596+12.1% |
| Participant deferral / active EE | $0 | $6,110-100.0% | $7,446-100.0% | $4,027-100.0% |
| Admin fee / account holder | $3,122 | $6,275-50.2% | $10,010-68.8% | $5,403-42.2% |