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 | $59,488 | $99,032-39.9% | $80,019-25.7% | $135,375-56.1% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -5.54% | 15.39%-20.9pp | 11.22%-16.8pp | 519.73%-525.3pp |
| Employer contribution / active EE | $803 | $3,043-73.6% | $2,468-67.5% | $4,779-83.2% |
| Participant deferral / active EE | $3,637 | $4,282-15.1% | $3,686-1.3% | $5,609-35.2% |
| Admin fee / account holder | $2,806 | $10,436-73.1% | $6,521-57.0% | $10,827-74.1% |