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 | $44,090 | $85,790-48.6% | $67,313-34.5% | $135,375-67.4% |
| Participation rate | 84.6% | 76.5%+8.1pp | 69.1%+15.5pp | 82.6%+2.0pp |
| Annual return | -3.75% | -0.54%-3.2pp | -4.08%+0.3pp | 519.73%-523.5pp |
| Employer contribution / active EE | $2,536 | $3,487-27.3% | $2,566-1.1% | $4,779-46.9% |
| Participant deferral / active EE | $12,602 | $4,651+171.0% | $3,568+253.2% | $5,609+124.7% |
| Admin fee / account holder | $1,956 | $6,392-69.4% | $4,507-56.6% | $10,827-81.9% |