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 | $58,553 | $92,222-36.5% | $76,768-23.7% | $135,375-56.7% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -5.81% | 5.46%-11.3pp | 2.43%-8.2pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,554 | $3,216-51.7% | $2,485-37.5% | $4,779-67.5% |
| Participant deferral / active EE | $2,664 | $4,509-40.9% | $3,852-30.8% | $5,609-52.5% |
| Admin fee / account holder | $438 | $10,748-95.9% | $6,675-93.4% | $10,827-96.0% |