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 | $63,333 | $92,222-31.3% | $76,768-17.5% | $135,375-53.2% |
| Participation rate | 91.3% | 79.8%+11.5pp | 77.0%+14.3pp | 82.6%+8.7pp |
| Annual return | -7.13% | 5.46%-12.6pp | 2.43%-9.6pp | 519.73%-526.9pp |
| Employer contribution / active EE | $2,326 | $3,216-27.7% | $2,485-6.4% | $4,779-51.3% |
| Participant deferral / active EE | $3,627 | $4,509-19.6% | $3,852-5.8% | $5,609-35.3% |
| Admin fee / account holder | $2,663 | $10,748-75.2% | $6,675-60.1% | $10,827-75.4% |