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 | $36,279 | $85,790-57.7% | $67,313-46.1% | $135,375-73.2% |
| Participation rate | 81.8% | 76.5%+5.4pp | 69.1%+12.7pp | 82.6%-0.8pp |
| Annual return | -9.24% | -0.54%-8.7pp | -4.08%-5.2pp | 519.73%-529.0pp |
| Employer contribution / active EE | $3,312 | $3,487-5.0% | $2,566+29.1% | $4,779-30.7% |
| Participant deferral / active EE | $3,074 | $4,651-33.9% | $3,568-13.9% | $5,609-45.2% |
| Admin fee / account holder | $658 | $6,392-89.7% | $4,507-85.4% | $10,827-93.9% |