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 | $33,236 | $69,518-52.2% | $59,878-44.5% | $135,375-75.4% |
| Participation rate | 95.5% | 77.8%+17.6pp | 74.7%+20.8pp | 82.6%+12.8pp |
| Annual return | -6.96% | 7.94%-14.9pp | 3.46%-10.4pp | 519.73%-526.7pp |
| Employer contribution / active EE | $2,438 | $3,235-24.6% | $2,722-10.4% | $4,779-49.0% |
| Participant deferral / active EE | $4,213 | $4,206+0.2% | $3,402+23.8% | $5,609-24.9% |
| Admin fee / account holder | $2,537 | $5,734-55.8% | $3,590-29.3% | $10,827-76.6% |