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 | $75,821 | $92,222-17.8% | $76,768-1.2% | $135,375-44.0% |
| Participation rate | 81.3% | 79.8%+1.5pp | 77.0%+4.3pp | 82.6%-1.4pp |
| Annual return | -5.50% | 5.46%-11.0pp | 2.43%-7.9pp | 519.73%-525.2pp |
| Employer contribution / active EE | $1,056 | $3,216-67.2% | $2,485-57.5% | $4,779-77.9% |
| Participant deferral / active EE | $1,595 | $4,509-64.6% | $3,852-58.6% | $5,609-71.6% |
| Admin fee / account holder | $1,298 | $10,748-87.9% | $6,675-80.6% | $10,827-88.0% |