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 | $48,460 | $142,344-66.0% | $119,609-59.5% | $134,475-64.0% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -13.78% | -12.44%-1.3pp | -14.97%+1.2pp | 417.96%-431.7pp |
| Employer contribution / active EE | $1,806 | $5,222-65.4% | $4,232-57.3% | $4,740-61.9% |
| Participant deferral / active EE | $2,617 | $6,469-59.5% | $5,602-53.3% | $6,400-59.1% |
| Admin fee / account holder | $471 | $13,584-96.5% | $10,323-95.4% | $11,426-95.9% |