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 | $38,598 | $85,790-55.0% | $67,313-42.7% | $135,375-71.5% |
| Participation rate | 83.3% | 76.5%+6.9pp | 69.1%+14.3pp | 82.6%+0.7pp |
| Annual return | -5.78% | -0.54%-5.2pp | -4.08%-1.7pp | 519.73%-525.5pp |
| Employer contribution / active EE | $872 | $3,487-75.0% | $2,566-66.0% | $4,779-81.8% |
| Participant deferral / active EE | $7,950 | $4,651+70.9% | $3,568+122.8% | $5,609+41.7% |
| Admin fee / account holder | $9,768 | $6,392+52.8% | $4,507+116.8% | $10,827-9.8% |