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 | $51,758 | $107,791-52.0% | $90,645-42.9% | $135,375-61.8% |
| Participation rate | 77.8% | 78.0%-0.3pp | 74.0%+3.8pp | 82.6%-4.9pp |
| Annual return | -0.67% | -0.90%+0.2pp | 1.88%-2.6pp | 519.73%-520.4pp |
| Employer contribution / active EE | $842 | $3,018-72.1% | $2,532-66.8% | $4,779-82.4% |
| Participant deferral / active EE | $996 | $3,872-74.3% | $3,425-70.9% | $5,609-82.2% |
| Admin fee / account holder | $379 | $5,930-93.6% | $4,994-92.4% | $10,827-96.5% |