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 | $56,453 | $92,222-38.8% | $76,768-26.5% | $135,375-58.3% |
| Participation rate | 83.3% | 79.8%+3.6pp | 77.0%+6.4pp | 82.6%+0.7pp |
| Annual return | -5.07% | 5.46%-10.5pp | 2.43%-7.5pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,268 | $3,216-29.5% | $2,485-8.7% | $4,779-52.5% |
| Participant deferral / active EE | $2,547 | $4,509-43.5% | $3,852-33.9% | $5,609-54.6% |
| Admin fee / account holder | $7,262 | $10,748-32.4% | $6,675+8.8% | $10,827-32.9% |