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 | $56,880 | $92,222-38.3% | $76,768-25.9% | $135,375-58.0% |
| Participation rate | 90.0% | 79.8%+10.2pp | 77.0%+13.0pp | 82.6%+7.4pp |
| Annual return | -5.75% | 5.46%-11.2pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $644 | $3,216-80.0% | $2,485-74.1% | $4,779-86.5% |
| Participant deferral / active EE | $1,682 | $4,509-62.7% | $3,852-56.3% | $5,609-70.0% |
| Admin fee / account holder | $561 | $10,748-94.8% | $6,675-91.6% | $10,827-94.8% |