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 | $62,263 | $92,222-32.5% | $76,768-18.9% | $135,375-54.0% |
| Participation rate | 87.0% | 79.8%+7.2pp | 77.0%+10.0pp | 82.6%+4.3pp |
| Annual return | -6.76% | 5.46%-12.2pp | 2.43%-9.2pp | 519.73%-526.5pp |
| Employer contribution / active EE | $933 | $3,216-71.0% | $2,485-62.5% | $4,779-80.5% |
| Participant deferral / active EE | $2,226 | $4,509-50.6% | $3,852-42.2% | $5,609-60.3% |
| Admin fee / account holder | $3,488 | $10,748-67.5% | $6,675-47.7% | $10,827-67.8% |