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 | $48,236 | $72,404-33.4% | $110,238-56.2% | $64,186-24.8% |
| Participation rate | 72.0% | 73.3%-1.3pp | 79.8%-7.8pp | 69.6%+2.4pp |
| Annual return | -7.37% | -6.29%-1.1pp | 314.74%-322.1pp | 7.63%-15.0pp |
| Employer contribution / active EE | $1,190 | $2,282-47.9% | $3,826-68.9% | $2,381-50.0% |
| Participant deferral / active EE | $3,189 | $3,469-8.1% | $4,672-31.7% | $3,470-8.1% |
| Admin fee / account holder | $3,179 | $5,664-43.9% | $8,547-62.8% | $4,888-35.0% |