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 | $38,889 | $92,222-57.8% | $76,768-49.3% | $135,375-71.3% |
| Participation rate | 73.7% | 79.8%-6.1pp | 77.0%-3.3pp | 82.6%-9.0pp |
| Annual return | -6.61% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $2,050 | $3,216-36.2% | $2,485-17.5% | $4,779-57.1% |
| Participant deferral / active EE | $4,651 | $4,509+3.1% | $3,852+20.7% | $5,609-17.1% |
| Admin fee / account holder | $2,593 | $10,748-75.9% | $6,675-61.2% | $10,827-76.1% |