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 | $49,520 | $85,790-42.3% | $67,313-26.4% | $135,375-63.4% |
| Participation rate | 77.8% | 76.5%+1.3pp | 69.1%+8.7pp | 82.6%-4.9pp |
| Annual return | -6.16% | -0.54%-5.6pp | -4.08%-2.1pp | 519.73%-525.9pp |
| Employer contribution / active EE | $1,707 | $3,487-51.1% | $2,566-33.5% | $4,779-64.3% |
| Participant deferral / active EE | $2,782 | $4,651-40.2% | $3,568-22.0% | $5,609-50.4% |
| Admin fee / account holder | $1,974 | $6,392-69.1% | $4,507-56.2% | $10,827-81.8% |