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 | $36,727 | $92,222-60.2% | $76,768-52.2% | $135,375-72.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 77.0%+11.9pp | 82.6%+6.2pp |
| Annual return | -6.61% | 5.46%-12.1pp | 2.43%-9.0pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,537 | $3,216-52.2% | $2,485-38.2% | $4,779-67.8% |
| Participant deferral / active EE | $5,287 | $4,509+17.3% | $3,852+37.3% | $5,609-5.7% |
| Admin fee / account holder | $1,514 | $10,748-85.9% | $6,675-77.3% | $10,827-86.0% |