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 | $50,055 | $105,860-52.7% | $90,749-44.8% | $134,475-62.8% |
| Participation rate | 93.8% | 78.2%+15.5pp | 75.7%+18.1pp | 81.2%+12.5pp |
| Annual return | -17.47% | -11.01%-6.5pp | -12.16%-5.3pp | 417.96%-435.4pp |
| Employer contribution / active EE | $841 | $3,462-75.7% | $2,921-71.2% | $4,740-82.3% |
| Participant deferral / active EE | $3,955 | $5,216-24.2% | $4,564-13.3% | $6,400-38.2% |
| Admin fee / account holder | $3,115 | $13,938-77.7% | $8,445-63.1% | $11,426-72.7% |