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 | $50,563 | $91,911-45.0% | $68,793-26.5% | $135,375-62.6% |
| Participation rate | 88.9% | 76.7%+12.1pp | 72.2%+16.7pp | 82.6%+6.2pp |
| Annual return | -5.83% | -8.22%+2.4pp | -4.63%-1.2pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,017 | $3,924-74.1% | $2,625-61.2% | $4,779-78.7% |
| Participant deferral / active EE | $3,815 | $4,315-11.6% | $3,311+15.2% | $5,609-32.0% |
| Admin fee / account holder | $575 | $9,240-93.8% | $5,131-88.8% | $10,827-94.7% |