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 | $74,172 | $95,193-22.1% | $76,523-3.1% | $135,375-45.2% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -7.61% | 4.85%-12.5pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $2,037 | $3,302-38.3% | $2,647-23.1% | $4,779-57.4% |
| Participant deferral / active EE | $4,821 | $4,639+3.9% | $3,835+25.7% | $5,609-14.0% |
| Admin fee / account holder | $2,231 | $6,249-64.3% | $4,848-54.0% | $10,827-79.4% |