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 | $66,838 | $92,222-27.5% | $76,768-12.9% | $135,375-50.6% |
| Participation rate | 73.3% | 79.8%-6.4pp | 77.0%-3.6pp | 82.6%-9.3pp |
| Annual return | -7.08% | 5.46%-12.5pp | 2.43%-9.5pp | 519.73%-526.8pp |
| Employer contribution / active EE | $1,234 | $3,216-61.6% | $2,485-50.4% | $4,779-74.2% |
| Participant deferral / active EE | $5,083 | $4,509+12.7% | $3,852+32.0% | $5,609-9.4% |
| Admin fee / account holder | $8,151 | $10,748-24.2% | $6,675+22.1% | $10,827-24.7% |