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 | $57,724 | $92,222-37.4% | $76,768-24.8% | $135,375-57.4% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,224 | $3,216-62.0% | $2,485-50.8% | $4,779-74.4% |
| Participant deferral / active EE | $5,808 | $4,509+28.8% | $3,852+50.8% | $5,609+3.5% |
| Admin fee / account holder | $3,843 | $10,748-64.2% | $6,675-42.4% | $10,827-64.5% |