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 | $43,550 | $92,222-52.8% | $76,768-43.3% | $135,375-67.8% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -6.24% | 5.46%-11.7pp | 2.43%-8.7pp | 519.73%-526.0pp |
| Employer contribution / active EE | $1,624 | $3,216-49.5% | $2,485-34.7% | $4,779-66.0% |
| Participant deferral / active EE | $2,476 | $4,509-45.1% | $3,852-35.7% | $5,609-55.9% |
| Admin fee / account holder | $371 | $10,748-96.5% | $6,675-94.4% | $10,827-96.6% |