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 | $66,041 | $85,790-23.0% | $67,313-1.9% | $135,375-51.2% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -8.98% | -0.54%-8.4pp | -4.08%-4.9pp | 519.73%-528.7pp |
| Employer contribution / active EE | $1,119 | $3,487-67.9% | $2,566-56.4% | $4,779-76.6% |
| Participant deferral / active EE | $1,904 | $4,651-59.1% | $3,568-46.6% | $5,609-66.0% |
| Admin fee / account holder | $9,854 | $6,392+54.2% | $4,507+118.7% | $10,827-9.0% |