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 | $44,471 | $211,958-79.0% | $169,463-73.8% | $135,375-67.1% |
| Participation rate | 85.7% | 82.6%+3.1pp | 77.8%+7.9pp | 82.6%+3.1pp |
| Annual return | -3.91% | 3.26%-7.2pp | 1.83%-5.7pp | 519.73%-523.6pp |
| Employer contribution / active EE | $820 | $5,120-84.0% | $4,159-80.3% | $4,779-82.8% |
| Participant deferral / active EE | $2,194 | $6,075-63.9% | $5,277-58.4% | $5,609-60.9% |
| Admin fee / account holder | $473 | $11,471-95.9% | $9,109-94.8% | $10,827-95.6% |