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 | $52,647 | $105,860-50.3% | $90,749-42.0% | $134,475-60.8% |
| Participation rate | 92.3% | 78.2%+14.1pp | 75.7%+16.6pp | 81.2%+11.1pp |
| Annual return | -13.18% | -11.01%-2.2pp | -12.16%-1.0pp | 417.96%-431.1pp |
| Employer contribution / active EE | $685 | $3,462-80.2% | $2,921-76.6% | $4,740-85.6% |
| Participant deferral / active EE | $1,809 | $5,216-65.3% | $4,564-60.4% | $6,400-71.7% |
| Admin fee / account holder | $523 | $13,938-96.2% | $8,445-93.8% | $11,426-95.4% |