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 | $30,734 | $84,527-63.6% | $67,711-54.6% | $125,391-75.5% |
| Participation rate | 78.9% | 74.8%+4.2pp | 67.5%+11.4pp | 83.2%-4.2pp |
| Annual return | -1.79% | 2.57%-4.4pp | 25.41%-27.2pp | 282.22%-284.0pp |
| Employer contribution / active EE | $1,526 | $3,292-53.6% | $2,559-40.4% | $4,866-68.6% |
| Participant deferral / active EE | $2,592 | $4,429-41.5% | $3,585-27.7% | $5,352-51.6% |
| Admin fee / account holder | $6,496 | $5,340+21.7% | $4,255+52.7% | $9,540-31.9% |