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 | $40,694 | $82,286-50.5% | $68,791-40.8% | $134,475-69.7% |
| Participation rate | 76.5% | 75.1%+1.4pp | 69.0%+7.4pp | 81.2%-4.8pp |
| Annual return | -12.19% | -2.19%-10.0pp | -6.38%-5.8pp | 417.96%-430.2pp |
| Employer contribution / active EE | $842 | $3,301-74.5% | $2,655-68.3% | $4,740-82.2% |
| Participant deferral / active EE | $1,643 | $4,739-65.3% | $3,941-58.3% | $6,400-74.3% |
| Admin fee / account holder | $55,184 | $6,481+751.5% | $4,932+1018.9% | $11,426+383.0% |