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 | $89,086 | $95,862-7.1% | $79,550+12.0% | $134,475-33.8% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -19.25% | -2.69%-16.6pp | 0.16%-19.4pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,556 | $3,128-50.3% | $2,413-35.5% | $4,740-67.2% |
| Participant deferral / active EE | $2,142 | $4,693-54.3% | $3,985-46.2% | $6,400-66.5% |
| Admin fee / account holder | $660 | $9,126-92.8% | $6,832-90.3% | $11,426-94.2% |