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 | $64,708 | $82,286-21.4% | $68,791-5.9% | $134,475-51.9% |
| Participation rate | 77.8% | 75.1%+2.7pp | 69.0%+8.8pp | 81.2%-3.4pp |
| Annual return | -15.41% | -2.19%-13.2pp | -6.38%-9.0pp | 417.96%-433.4pp |
| Employer contribution / active EE | $1,571 | $3,301-52.4% | $2,655-40.8% | $4,740-66.8% |
| Participant deferral / active EE | $4,250 | $4,739-10.3% | $3,941+7.8% | $6,400-33.6% |
| Admin fee / account holder | $3,084 | $6,481-52.4% | $4,932-37.5% | $11,426-73.0% |