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 | $56,578 | $100,754-43.8% | $86,677-34.7% | $134,475-57.9% |
| Participation rate | 78.6% | 78.9%-0.4pp | 76.6%+2.0pp | 81.2%-2.7pp |
| Annual return | -18.25% | 29.04%-47.3pp | 35.91%-54.2pp | 417.96%-436.2pp |
| Employer contribution / active EE | $0 | $3,489-100.0% | $2,836-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,133 | $5,338-60.0% | $4,656-54.2% | $6,400-66.7% |
| Admin fee / account holder | $7,796 | $10,926-28.6% | $7,493+4.0% | $11,426-31.8% |