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 5-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 | $37,528 | $64,307-41.6% | $57,343-34.6% | $125,391-70.1% |
| Participation rate | 81.0% | 78.6%+2.3pp | 75.1%+5.9pp | 83.2%-2.2pp |
| Annual return | -1.65% | 25.12%-26.8pp | 24.39%-26.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $316 | $3,193-90.1% | $2,689-88.3% | $4,866-93.5% |
| Participant deferral / active EE | $2,510 | $3,848-34.8% | $3,162-20.6% | $5,352-53.1% |
| Admin fee / account holder | $7,866 | $5,242+50.1% | $3,356+134.4% | $9,540-17.6% |