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 | $20,557 | $99,032-79.2% | $80,019-74.3% | $135,375-84.8% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -8.45% | 15.39%-23.8pp | 11.22%-19.7pp | 519.73%-528.2pp |
| Employer contribution / active EE | $1,321 | $3,043-56.6% | $2,468-46.5% | $4,779-72.4% |
| Participant deferral / active EE | $4,927 | $4,282+15.1% | $3,686+33.7% | $5,609-12.2% |
| Admin fee / account holder | $428 | $10,436-95.9% | $6,521-93.4% | $10,827-96.0% |