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 | $58,669 | $99,032-40.8% | $80,019-26.7% | $135,375-56.7% |
| Participation rate | 72.2% | 78.4%-6.1pp | 75.8%-3.6pp | 82.6%-10.4pp |
| Annual return | -6.75% | 15.39%-22.1pp | 11.22%-18.0pp | 519.73%-526.5pp |
| Employer contribution / active EE | $0 | $3,043-100.0% | $2,468-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,770 | $4,282-35.3% | $3,686-24.8% | $5,609-50.6% |
| Admin fee / account holder | $4,836 | $10,436-53.7% | $6,521-25.8% | $10,827-55.3% |