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 | $25,479 | $92,703-72.5% | $82,719-69.2% | $134,475-81.1% |
| Participation rate | 70.0% | 75.2%-5.2pp | 72.6%-2.6pp | 81.2%-11.2pp |
| Annual return | -16.75% | 944.92%-961.7pp | 701.18%-717.9pp | 417.96%-434.7pp |
| Employer contribution / active EE | $909 | $3,274-72.2% | $3,009-69.8% | $4,740-80.8% |
| Participant deferral / active EE | $1,565 | $4,802-67.4% | $4,395-64.4% | $6,400-75.5% |
| Admin fee / account holder | $2,476 | $5,983-58.6% | $5,329-53.5% | $11,426-78.3% |