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 | $20,669 | $97,044-78.7% | $83,333-75.2% | $135,375-84.7% |
| Participation rate | 81.8% | 80.4%+1.4pp | 77.8%+4.1pp | 82.6%-0.8pp |
| Annual return | -3.43% | 12.31%-15.7pp | 10.63%-14.1pp | 519.73%-523.2pp |
| Employer contribution / active EE | $2,176 | $4,143-47.5% | $3,379-35.6% | $4,779-54.5% |
| Participant deferral / active EE | $4,516 | $5,964-24.3% | $5,565-18.9% | $5,609-19.5% |
| Admin fee / account holder | $3,834 | $8,380-54.2% | $7,510-48.9% | $10,827-64.6% |