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 | $34,776 | $91,911-62.2% | $68,793-49.4% | $135,375-74.3% |
| Participation rate | 83.3% | 76.7%+6.6pp | 72.2%+11.1pp | 82.6%+0.7pp |
| Annual return | -5.18% | -8.22%+3.0pp | -4.63%-0.5pp | 519.73%-524.9pp |
| Employer contribution / active EE | $1,485 | $3,924-62.1% | $2,625-43.4% | $4,779-68.9% |
| Participant deferral / active EE | $3,560 | $4,315-17.5% | $3,311+7.5% | $5,609-36.5% |
| Admin fee / account holder | $13,157 | $9,240+42.4% | $5,131+156.4% | $10,827+21.5% |