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 | $50,586 | $81,900-38.2% | $119,609-57.7% | $68,494-26.1% |
| Participation rate | 77.8% | 71.9%+5.9pp | 79.3%-1.5pp | 67.9%+9.9pp |
| Annual return | -7.54% | -23.82%+16.3pp | -14.97%+7.4pp | -7.84%+0.3pp |
| Employer contribution / active EE | $5,725 | $2,693+112.5% | $4,232+35.3% | $2,596+120.5% |
| Participant deferral / active EE | $2,952 | $4,148-28.8% | $5,602-47.3% | $4,027-26.7% |
| Admin fee / account holder | $756 | $6,582-88.5% | $10,323-92.7% | $5,403-86.0% |