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 | $31,176 | $92,222-66.2% | $76,768-59.4% | $135,375-77.0% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -4.86% | 5.46%-10.3pp | 2.43%-7.3pp | 519.73%-524.6pp |
| Employer contribution / active EE | $2,564 | $3,216-20.3% | $2,485+3.2% | $4,779-46.3% |
| Participant deferral / active EE | $4,602 | $4,509+2.1% | $3,852+19.5% | $5,609-17.9% |
| Admin fee / account holder | $4,198 | $10,748-60.9% | $6,675-37.1% | $10,827-61.2% |