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 | $39,444 | $95,193-58.6% | $76,523-48.5% | $135,375-70.9% |
| Participation rate | 72.7% | 74.4%-1.7pp | 68.0%+4.7pp | 82.6%-9.9pp |
| Annual return | -8.71% | 4.85%-13.6pp | -0.27%-8.4pp | 519.73%-528.4pp |
| Employer contribution / active EE | $755 | $3,302-77.1% | $2,647-71.5% | $4,779-84.2% |
| Participant deferral / active EE | $3,888 | $4,639-16.2% | $3,835+1.4% | $5,609-30.7% |
| Admin fee / account holder | $5,435 | $6,249-13.0% | $4,848+12.1% | $10,827-49.8% |