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 | $54,205 | $92,222-41.2% | $76,768-29.4% | $135,375-60.0% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -3.65% | 5.46%-9.1pp | 2.43%-6.1pp | 519.73%-523.4pp |
| Employer contribution / active EE | $873 | $3,216-72.9% | $2,485-64.9% | $4,779-81.7% |
| Participant deferral / active EE | $3,967 | $4,509-12.0% | $3,852+3.0% | $5,609-29.3% |
| Admin fee / account holder | $32,059 | $10,748+198.3% | $6,675+380.3% | $10,827+196.1% |