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 | $61,842 | $95,862-35.5% | $79,550-22.3% | $134,475-54.0% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -16.49% | -2.69%-13.8pp | 0.16%-16.7pp | 417.96%-434.5pp |
| Employer contribution / active EE | $3,458 | $3,128+10.6% | $2,413+43.3% | $4,740-27.0% |
| Participant deferral / active EE | $5,465 | $4,693+16.4% | $3,985+37.1% | $6,400-14.6% |
| Admin fee / account holder | $397 | $9,126-95.6% | $6,832-94.2% | $11,426-96.5% |