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 | $69,564 | $82,286-15.5% | $68,791+1.1% | $134,475-48.3% |
| Participation rate | 80.0% | 75.1%+4.9pp | 69.0%+11.0pp | 81.2%-1.2pp |
| Annual return | -16.28% | -2.19%-14.1pp | -6.38%-9.9pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,994 | $3,301-39.6% | $2,655-24.9% | $4,740-57.9% |
| Participant deferral / active EE | $3,820 | $4,739-19.4% | $3,941-3.1% | $6,400-40.3% |
| Admin fee / account holder | $2,324 | $6,481-64.1% | $4,932-52.9% | $11,426-79.7% |