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 | $39,198 | $92,222-57.5% | $76,768-48.9% | $135,375-71.0% |
| Participation rate | 95.2% | 79.8%+15.5pp | 77.0%+18.3pp | 82.6%+12.6pp |
| Annual return | -6.33% | 5.46%-11.8pp | 2.43%-8.8pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,418 | $3,216-55.9% | $2,485-43.0% | $4,779-70.3% |
| Participant deferral / active EE | $3,573 | $4,509-20.7% | $3,852-7.2% | $5,609-36.3% |
| Admin fee / account holder | $2,811 | $10,748-73.8% | $6,675-57.9% | $10,827-74.0% |