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 | $36,473 | $95,971-62.0% | $74,550-51.1% | $135,375-73.1% |
| Participation rate | 86.4% | 75.7%+10.7pp | 69.1%+17.2pp | 82.6%+3.7pp |
| Annual return | -2.79% | 56.96%-59.8pp | 32.53%-35.3pp | 519.73%-522.5pp |
| Employer contribution / active EE | $428 | $2,716-84.3% | $1,961-78.2% | $4,779-91.1% |
| Participant deferral / active EE | $873 | $3,843-77.3% | $3,108-71.9% | $5,609-84.4% |
| Admin fee / account holder | $909 | $6,522-86.1% | $5,060-82.0% | $10,827-91.6% |