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 | $37,557 | $92,222-59.3% | $76,768-51.1% | $135,375-72.3% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -4.82% | 5.46%-10.3pp | 2.43%-7.2pp | 519.73%-524.6pp |
| Employer contribution / active EE | $873 | $3,216-72.9% | $2,485-64.9% | $4,779-81.7% |
| Participant deferral / active EE | $2,403 | $4,509-46.7% | $3,852-37.6% | $5,609-57.1% |
| Admin fee / account holder | $12,374 | $10,748+15.1% | $6,675+85.4% | $10,827+14.3% |