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 | $52,907 | $92,222-42.6% | $76,768-31.1% | $135,375-60.9% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -6.53% | 5.46%-12.0pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $795 | $3,216-75.3% | $2,485-68.0% | $4,779-83.4% |
| Participant deferral / active EE | $2,734 | $4,509-39.4% | $3,852-29.0% | $5,609-51.3% |
| Admin fee / account holder | $4,545 | $10,748-57.7% | $6,675-31.9% | $10,827-58.0% |