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 | $52,218 | $95,193-45.1% | $76,523-31.8% | $135,375-61.4% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -7.51% | 4.85%-12.4pp | -0.27%-7.2pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,218 | $3,302-32.8% | $2,647-16.2% | $4,779-53.6% |
| Participant deferral / active EE | $3,849 | $4,639-17.0% | $3,835+0.4% | $5,609-31.4% |
| Admin fee / account holder | $2,141 | $6,249-65.7% | $4,848-55.8% | $10,827-80.2% |