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 | $64,592 | $86,699-25.5% | $73,307-11.9% | $125,391-48.5% |
| Participation rate | 90.0% | 78.6%+11.4pp | 74.9%+15.1pp | 83.2%+6.8pp |
| Annual return | -2.14% | 2.78%-4.9pp | 5.67%-7.8pp | 282.22%-284.4pp |
| Employer contribution / active EE | $3,130 | $4,152-24.6% | $3,237-3.3% | $4,866-35.7% |
| Participant deferral / active EE | $3,807 | $5,550-31.4% | $4,991-23.7% | $5,352-28.9% |
| Admin fee / account holder | $4,669 | $7,771-39.9% | $5,637-17.2% | $9,540-51.1% |