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 | $54,430 | $95,193-42.8% | $76,523-28.9% | $135,375-59.8% |
| Participation rate | 75.0% | 74.4%+0.6pp | 68.0%+7.0pp | 82.6%-7.6pp |
| Annual return | -5.84% | 4.85%-10.7pp | -0.27%-5.6pp | 519.73%-525.6pp |
| Employer contribution / active EE | $880 | $3,302-73.4% | $2,647-66.8% | $4,779-81.6% |
| Participant deferral / active EE | $2,425 | $4,639-47.7% | $3,835-36.8% | $5,609-56.8% |
| Admin fee / account holder | $2,222 | $6,249-64.4% | $4,848-54.2% | $10,827-79.5% |