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 | $64,825 | $95,862-32.4% | $79,550-18.5% | $134,475-51.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -12.75% | -2.69%-10.1pp | 0.16%-12.9pp | 417.96%-430.7pp |
| Employer contribution / active EE | $2,392 | $3,128-23.5% | $2,413-0.9% | $4,740-49.5% |
| Participant deferral / active EE | $5,156 | $4,693+9.9% | $3,985+29.4% | $6,400-19.4% |
| Admin fee / account holder | $613 | $9,126-93.3% | $6,832-91.0% | $11,426-94.6% |