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 | $35,890 | $82,286-56.4% | $68,791-47.8% | $134,475-73.3% |
| Participation rate | 88.9% | 75.1%+13.8pp | 69.0%+19.9pp | 81.2%+7.7pp |
| Annual return | -9.83% | -2.19%-7.6pp | -6.38%-3.5pp | 417.96%-427.8pp |
| Employer contribution / active EE | $3,548 | $3,301+7.5% | $2,655+33.6% | $4,740-25.1% |
| Participant deferral / active EE | $1,733 | $4,739-63.4% | $3,941-56.0% | $6,400-72.9% |
| Admin fee / account holder | $540 | $6,481-91.7% | $4,932-89.1% | $11,426-95.3% |