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 | $56,943 | $87,705-35.1% | $63,517-10.3% | $125,391-54.6% |
| Participation rate | 87.5% | 77.0%+10.5pp | 71.0%+16.5pp | 83.2%+4.3pp |
| Annual return | -1.07% | 21.70%-22.8pp | -70.30%+69.2pp | 282.22%-283.3pp |
| Employer contribution / active EE | $723 | $3,601-79.9% | $2,322-68.9% | $4,866-85.1% |
| Participant deferral / active EE | $1,446 | $3,939-63.3% | $2,953-51.0% | $5,352-73.0% |
| Admin fee / account holder | $7,384 | $11,948-38.2% | $5,892+25.3% | $9,540-22.6% |