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 | $60,006 | $72,404-17.1% | $110,238-45.6% | $64,186-6.5% |
| Participation rate | 77.8% | 73.3%+4.4pp | 79.8%-2.0pp | 69.6%+8.2pp |
| Annual return | -5.54% | -6.29%+0.7pp | 314.74%-320.3pp | 7.63%-13.2pp |
| Employer contribution / active EE | $815 | $2,282-64.3% | $3,826-78.7% | $2,381-65.8% |
| Participant deferral / active EE | $1,887 | $3,469-45.6% | $4,672-59.6% | $3,470-45.6% |
| Admin fee / account holder | $4,404 | $5,664-22.3% | $8,547-48.5% | $4,888-9.9% |