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 | $64,688 | $92,222-29.9% | $76,768-15.7% | $135,375-52.2% |
| Participation rate | 89.5% | 79.8%+9.7pp | 77.0%+12.5pp | 82.6%+6.8pp |
| Annual return | -5.32% | 5.46%-10.8pp | 2.43%-7.7pp | 519.73%-525.1pp |
| Employer contribution / active EE | $4,994 | $3,216+55.3% | $2,485+101.0% | $4,779+4.5% |
| Participant deferral / active EE | $1,545 | $4,509-65.7% | $3,852-59.9% | $5,609-72.5% |
| Admin fee / account holder | $5,571 | $10,748-48.2% | $6,675-16.5% | $10,827-48.5% |