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 5-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 | $30,779 | $49,177-37.4% | $79,464-61.3% | $64,186-52.0% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.6%+5.4pp |
| Annual return | -7.50% | -1.16%-6.3pp | 718.14%-725.6pp | 7.63%-15.1pp |
| Employer contribution / active EE | $853 | $2,076-58.9% | $2,800-69.5% | $2,381-64.2% |
| Participant deferral / active EE | $2,708 | $2,821-4.0% | $3,704-26.9% | $3,470-22.0% |
| Admin fee / account holder | $3,728 | $3,839-2.9% | $5,113-27.1% | $4,888-23.7% |