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 | $49,305 | $92,222-46.5% | $76,768-35.8% | $135,375-63.6% |
| Participation rate | 84.2% | 79.8%+4.4pp | 77.0%+7.2pp | 82.6%+1.6pp |
| Annual return | -7.37% | 5.46%-12.8pp | 2.43%-9.8pp | 519.73%-527.1pp |
| Employer contribution / active EE | $1,511 | $3,216-53.0% | $2,485-39.2% | $4,779-68.4% |
| Participant deferral / active EE | $3,081 | $4,509-31.7% | $3,852-20.0% | $5,609-45.1% |
| Admin fee / account holder | $839 | $10,748-92.2% | $6,675-87.4% | $10,827-92.3% |