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 | $35,682 | $95,862-62.8% | $79,550-55.1% | $134,475-73.5% |
| Participation rate | 71.4% | 75.0%-3.6pp | 69.5%+1.9pp | 81.2%-9.8pp |
| Annual return | -13.44% | -2.69%-10.7pp | 0.16%-13.6pp | 417.96%-431.4pp |
| Employer contribution / active EE | $2,128 | $3,128-32.0% | $2,413-11.8% | $4,740-55.1% |
| Participant deferral / active EE | $2,706 | $4,693-42.3% | $3,985-32.1% | $6,400-57.7% |
| Admin fee / account holder | $10,054 | $9,126+10.2% | $6,832+47.1% | $11,426-12.0% |