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 | $62,192 | $87,540-29.0% | $75,781-17.9% | $125,391-50.4% |
| Participation rate | 81.8% | 80.2%+1.7pp | 75.8%+6.0pp | 83.2%-1.4pp |
| Annual return | -0.92% | 13.48%-14.4pp | 9.68%-10.6pp | 282.22%-283.1pp |
| Employer contribution / active EE | $900 | $3,930-77.1% | $3,323-72.9% | $4,866-81.5% |
| Participant deferral / active EE | $2,412 | $4,229-43.0% | $3,651-33.9% | $5,352-54.9% |
| Admin fee / account holder | $2,696 | $6,502-58.5% | $5,299-49.1% | $9,540-71.7% |