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 | $51,845 | $61,660-15.9% | $80,019-35.2% | $64,186-19.2% |
| Participation rate | 70.4% | 71.7%-1.3pp | 75.8%-5.5pp | 69.6%+0.8pp |
| Annual return | -6.91% | -0.33%-6.6pp | 11.22%-18.1pp | 7.63%-14.5pp |
| Employer contribution / active EE | $0 | $1,810-100.0% | $2,468-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $4,392 | $2,968+48.0% | $3,686+19.2% | $3,470+26.6% |
| Admin fee / account holder | $682 | $5,417-87.4% | $6,521-89.5% | $4,888-86.1% |