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 | $65,467 | $95,862-31.7% | $79,550-17.7% | $134,475-51.3% |
| Participation rate | 78.3% | 75.0%+3.2pp | 69.5%+8.8pp | 81.2%-3.0pp |
| Annual return | -14.58% | -2.69%-11.9pp | 0.16%-14.7pp | 417.96%-432.5pp |
| Employer contribution / active EE | $1,257 | $3,128-59.8% | $2,413-47.9% | $4,740-73.5% |
| Participant deferral / active EE | $4,047 | $4,693-13.8% | $3,985+1.6% | $6,400-36.8% |
| Admin fee / account holder | $2,830 | $9,126-69.0% | $6,832-58.6% | $11,426-75.2% |