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 | $52,210 | $72,404-27.9% | $110,238-52.6% | $64,186-18.7% |
| Participation rate | 71.2% | 73.3%-2.1pp | 79.8%-8.6pp | 69.6%+1.6pp |
| Annual return | -6.77% | -6.29%-0.5pp | 314.74%-321.5pp | 7.63%-14.4pp |
| Employer contribution / active EE | $769 | $2,282-66.3% | $3,826-79.9% | $2,381-67.7% |
| Participant deferral / active EE | $3,286 | $3,469-5.3% | $4,672-29.7% | $3,470-5.3% |
| Admin fee / account holder | $2,325 | $5,664-58.9% | $8,547-72.8% | $4,888-52.4% |