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 | $45,557 | $73,867-38.3% | $143,757-68.3% | $68,494-33.5% |
| Participation rate | 80.6% | 66.7%+13.9pp | 80.3%+0.2pp | 67.9%+12.7pp |
| Annual return | -19.10% | 1.01%-20.1pp | -0.04%-19.1pp | -7.84%-11.3pp |
| Employer contribution / active EE | $5,080 | $3,184+59.5% | $4,951+2.6% | $2,596+95.6% |
| Participant deferral / active EE | $5,282 | $3,384+56.1% | $5,637-6.3% | $4,027+31.2% |
| Admin fee / account holder | $498 | $5,755-91.4% | $14,673-96.6% | $5,403-90.8% |