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 | $30,091 | $72,404-58.4% | $110,238-72.7% | $64,186-53.1% |
| Participation rate | 89.5% | 73.3%+16.1pp | 79.8%+9.7pp | 69.6%+19.9pp |
| Annual return | -3.62% | -6.29%+2.7pp | 314.74%-318.4pp | 7.63%-11.2pp |
| Employer contribution / active EE | $789 | $2,282-65.4% | $3,826-79.4% | $2,381-66.8% |
| Participant deferral / active EE | $2,104 | $3,469-39.3% | $4,672-55.0% | $3,470-39.3% |
| Admin fee / account holder | $536 | $5,664-90.5% | $8,547-93.7% | $4,888-89.0% |