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 | $76,644 | $92,222-16.9% | $76,768-0.2% | $135,375-43.4% |
| Participation rate | 95.8% | 79.8%+16.1pp | 77.0%+18.9pp | 82.6%+13.2pp |
| Annual return | -4.57% | 5.46%-10.0pp | 2.43%-7.0pp | 519.73%-524.3pp |
| Employer contribution / active EE | $1,318 | $3,216-59.0% | $2,485-47.0% | $4,779-72.4% |
| Participant deferral / active EE | $2,542 | $4,509-43.6% | $3,852-34.0% | $5,609-54.7% |
| Admin fee / account holder | $5,450 | $10,748-49.3% | $6,675-18.3% | $10,827-49.7% |