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 | $62,747 | $85,790-26.9% | $67,313-6.8% | $135,375-53.6% |
| Participation rate | 81.0% | 76.5%+4.5pp | 69.1%+11.9pp | 82.6%-1.7pp |
| Annual return | -4.42% | -0.54%-3.9pp | -4.08%-0.3pp | 519.73%-524.2pp |
| Employer contribution / active EE | $1,357 | $3,487-61.1% | $2,566-47.1% | $4,779-71.6% |
| Participant deferral / active EE | $5,690 | $4,651+22.3% | $3,568+59.5% | $5,609+1.5% |
| Admin fee / account holder | $8,793 | $6,392+37.6% | $4,507+95.1% | $10,827-18.8% |