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 | $27,265 | $92,222-70.4% | $76,768-64.5% | $135,375-79.9% |
| Participation rate | 80.0% | 79.8%+0.2pp | 77.0%+3.0pp | 82.6%-2.6pp |
| Annual return | -4.99% | 5.46%-10.5pp | 2.43%-7.4pp | 519.73%-524.7pp |
| Employer contribution / active EE | $2,271 | $3,216-29.4% | $2,485-8.6% | $4,779-52.5% |
| Participant deferral / active EE | $3,381 | $4,509-25.0% | $3,852-12.2% | $5,609-39.7% |
| Admin fee / account holder | $5,100 | $10,748-52.6% | $6,675-23.6% | $10,827-52.9% |