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 | $58,412 | $92,222-36.7% | $76,768-23.9% | $135,375-56.9% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | -5.68% | 5.46%-11.1pp | 2.43%-8.1pp | 519.73%-525.4pp |
| Employer contribution / active EE | $808 | $3,216-74.9% | $2,485-67.5% | $4,779-83.1% |
| Participant deferral / active EE | $5,714 | $4,509+26.7% | $3,852+48.4% | $5,609+1.9% |
| Admin fee / account holder | $11,977 | $10,748+11.4% | $6,675+79.4% | $10,827+10.6% |