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 | $34,269 | $92,222-62.8% | $76,768-55.4% | $135,375-74.7% |
| Participation rate | 95.0% | 79.8%+15.2pp | 77.0%+18.0pp | 82.6%+12.4pp |
| Annual return | -5.84% | 5.46%-11.3pp | 2.43%-8.3pp | 519.73%-525.6pp |
| Employer contribution / active EE | $887 | $3,216-72.4% | $2,485-64.3% | $4,779-81.4% |
| Participant deferral / active EE | $2,538 | $4,509-43.7% | $3,852-34.1% | $5,609-54.7% |
| Admin fee / account holder | $2,558 | $10,748-76.2% | $6,675-61.7% | $10,827-76.4% |