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 | $24,706 | $85,790-71.2% | $67,313-63.3% | $135,375-81.8% |
| Participation rate | 80.0% | 76.5%+3.5pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -6.21% | -0.54%-5.7pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,171 | $3,487-66.4% | $2,566-54.4% | $4,779-75.5% |
| Participant deferral / active EE | $4,554 | $4,651-2.1% | $3,568+27.6% | $5,609-18.8% |
| Admin fee / account holder | $2,700 | $6,392-57.8% | $4,507-40.1% | $10,827-75.1% |