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 | $74,850 | $97,044-22.9% | $83,333-10.2% | $135,375-44.7% |
| Participation rate | 70.0% | 80.4%-10.4pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -5.00% | 12.31%-17.3pp | 10.63%-15.6pp | 519.73%-524.7pp |
| Employer contribution / active EE | $499 | $4,143-88.0% | $3,379-85.2% | $4,779-89.6% |
| Participant deferral / active EE | $2,356 | $5,964-60.5% | $5,565-57.7% | $5,609-58.0% |
| Admin fee / account holder | $7,664 | $8,380-8.5% | $7,510+2.1% | $10,827-29.2% |