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 5-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 | $45,334 | $85,713-47.1% | $86,677-47.7% | - |
| Participation rate | 91.9% | 72.2%+19.8pp | 76.6%+15.3pp | - |
| Annual return | -16.54% | -20.12%+3.6pp | 35.91%-52.4pp | - |
| Employer contribution / active EE | $2,227 | $1,789+24.5% | $2,836-21.5% | - |
| Participant deferral / active EE | $4,454 | $3,318+34.3% | $4,656-4.3% | - |
| Admin fee / account holder | $1,458 | $28,935-95.0% | $7,493-80.5% | - |