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 | $36,165 | $99,032-63.5% | $80,019-54.8% | $135,375-73.3% |
| Participation rate | 76.9% | 78.4%-1.4pp | 75.8%+1.1pp | 82.6%-5.7pp |
| Annual return | -7.98% | 15.39%-23.4pp | 11.22%-19.2pp | 519.73%-527.7pp |
| Employer contribution / active EE | $655 | $3,043-78.5% | $2,468-73.5% | $4,779-86.3% |
| Participant deferral / active EE | $1,813 | $4,282-57.7% | $3,686-50.8% | $5,609-67.7% |
| Admin fee / account holder | $11,869 | $10,436+13.7% | $6,521+82.0% | $10,827+9.6% |