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 | $44,885 | $72,404-38.0% | $110,238-59.3% | $64,186-30.1% |
| Participation rate | 70.4% | 73.3%-3.0pp | 79.8%-9.4pp | 69.6%+0.8pp |
| Annual return | -3.36% | -6.29%+2.9pp | 314.74%-318.1pp | 7.63%-11.0pp |
| Employer contribution / active EE | $2,019 | $2,282-11.5% | $3,826-47.2% | $2,381-15.2% |
| Participant deferral / active EE | $4,532 | $3,469+30.6% | $4,672-3.0% | $3,470+30.6% |
| Admin fee / account holder | $9,220 | $5,664+62.8% | $8,547+7.9% | $4,888+88.6% |