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 | $37,097 | $69,518-46.6% | $59,878-38.0% | $135,375-72.6% |
| Participation rate | 82.4% | 77.8%+4.5pp | 74.7%+7.7pp | 82.6%-0.3pp |
| Annual return | -3.72% | 7.94%-11.7pp | 3.46%-7.2pp | 519.73%-523.5pp |
| Employer contribution / active EE | $478 | $3,235-85.2% | $2,722-82.4% | $4,779-90.0% |
| Participant deferral / active EE | $2,974 | $4,206-29.3% | $3,402-12.6% | $5,609-47.0% |
| Admin fee / account holder | $1,211 | $5,734-78.9% | $3,590-66.3% | $10,827-88.8% |