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 | $47,585 | $95,193-50.0% | $76,523-37.8% | $135,375-64.8% |
| Participation rate | 81.3% | 74.4%+6.9pp | 68.0%+13.3pp | 82.6%-1.4pp |
| Annual return | -9.32% | 4.85%-14.2pp | -0.27%-9.0pp | 519.73%-529.1pp |
| Employer contribution / active EE | $1,009 | $3,302-69.4% | $2,647-61.9% | $4,779-78.9% |
| Participant deferral / active EE | $2,415 | $4,639-47.9% | $3,835-37.0% | $5,609-56.9% |
| Admin fee / account holder | $3,881 | $6,249-37.9% | $4,848-19.9% | $10,827-64.2% |