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 | $37,196 | $67,214-44.7% | $61,491-39.5% | $134,475-72.3% |
| Participation rate | 73.9% | 83.7%-9.8pp | 79.3%-5.4pp | 81.2%-7.3pp |
| Annual return | -14.74% | -12.08%-2.7pp | -12.98%-1.8pp | 417.96%-432.7pp |
| Employer contribution / active EE | $1,609 | $4,974-67.7% | $4,246-62.1% | $4,740-66.1% |
| Participant deferral / active EE | $2,014 | $6,103-67.0% | $5,188-61.2% | $6,400-68.5% |
| Admin fee / account holder | $4,833 | $4,610+4.8% | $4,312+12.1% | $11,426-57.7% |