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 | $47,999 | $71,883-33.2% | $86,677-44.6% | $68,494-29.9% |
| Participation rate | 71.1% | 72.2%-1.1pp | 76.6%-5.5pp | 67.9%+3.2pp |
| Annual return | -16.78% | 3.52%-20.3pp | 35.91%-52.7pp | -7.84%-8.9pp |
| Employer contribution / active EE | $667 | $2,173-69.3% | $2,836-76.5% | $2,596-74.3% |
| Participant deferral / active EE | $2,475 | $3,779-34.5% | $4,656-46.8% | $4,027-38.5% |
| Admin fee / account holder | $8,607 | $6,112+40.8% | $7,493+14.9% | $5,403+59.3% |