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 | $13,117 | $95,193-86.2% | $76,523-82.9% | $135,375-90.3% |
| Participation rate | 70.0% | 74.4%-4.4pp | 68.0%+2.0pp | 82.6%-12.6pp |
| Annual return | -5.93% | 4.85%-10.8pp | -0.27%-5.7pp | 519.73%-525.7pp |
| Employer contribution / active EE | $932 | $3,302-71.8% | $2,647-64.8% | $4,779-80.5% |
| Participant deferral / active EE | $1,157 | $4,639-75.1% | $3,835-69.8% | $5,609-79.4% |
| Admin fee / account holder | $611 | $6,249-90.2% | $4,848-87.4% | $10,827-94.4% |