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 | $32,119 | $72,404-55.6% | $110,238-70.9% | $64,186-50.0% |
| Participation rate | 93.2% | 73.3%+19.8pp | 79.8%+13.4pp | 69.6%+23.6pp |
| Annual return | -4.54% | -6.29%+1.7pp | 314.74%-319.3pp | 7.63%-12.2pp |
| Employer contribution / active EE | $876 | $2,282-61.6% | $3,826-77.1% | $2,381-63.2% |
| Participant deferral / active EE | $2,545 | $3,469-26.6% | $4,672-45.5% | $3,470-26.6% |
| Admin fee / account holder | $6,470 | $5,664+14.2% | $8,547-24.3% | $4,888+32.4% |