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 | $49,809 | $82,286-39.5% | $68,791-27.6% | $134,475-63.0% |
| Participation rate | 78.6% | 75.1%+3.5pp | 69.0%+9.5pp | 81.2%-2.7pp |
| Annual return | -16.45% | -2.19%-14.3pp | -6.38%-10.1pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,358 | $3,301+1.7% | $2,655+26.5% | $4,740-29.2% |
| Participant deferral / active EE | $5,879 | $4,739+24.1% | $3,941+49.2% | $6,400-8.1% |
| Admin fee / account holder | $746 | $6,481-88.5% | $4,932-84.9% | $11,426-93.5% |