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 | $51,360 | $87,540-41.3% | $75,781-32.2% | $125,391-59.0% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -2.31% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $597 | $3,930-84.8% | $3,323-82.0% | $4,866-87.7% |
| Participant deferral / active EE | $2,839 | $4,229-32.9% | $3,651-22.3% | $5,352-47.0% |
| Admin fee / account holder | $319 | $6,502-95.1% | $5,299-94.0% | $9,540-96.7% |