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 | $62,601 | $95,193-34.2% | $76,523-18.2% | $135,375-53.8% |
| Participation rate | 81.0% | 74.4%+6.6pp | 68.0%+13.0pp | 82.6%-1.7pp |
| Annual return | -7.56% | 4.85%-12.4pp | -0.27%-7.3pp | 519.73%-527.3pp |
| Employer contribution / active EE | $1,404 | $3,302-57.5% | $2,647-47.0% | $4,779-70.6% |
| Participant deferral / active EE | $3,617 | $4,639-22.0% | $3,835-5.7% | $5,609-35.5% |
| Admin fee / account holder | $1,267 | $6,249-79.7% | $4,848-73.9% | $10,827-88.3% |