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 | $43,181 | $92,222-53.2% | $76,768-43.8% | $135,375-68.1% |
| Participation rate | 86.4% | 79.8%+6.6pp | 77.0%+9.4pp | 82.6%+3.7pp |
| Annual return | -7.33% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $2,222 | $3,216-30.9% | $2,485-10.6% | $4,779-53.5% |
| Participant deferral / active EE | $3,777 | $4,509-16.2% | $3,852-1.9% | $5,609-32.7% |
| Admin fee / account holder | $7,464 | $10,748-30.6% | $6,675+11.8% | $10,827-31.1% |