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 | $68,178 | $95,862-28.9% | $79,550-14.3% | $134,475-49.3% |
| Participation rate | 87.5% | 75.0%+12.5pp | 69.5%+18.0pp | 81.2%+6.3pp |
| Annual return | -11.96% | -2.69%-9.3pp | 0.16%-12.1pp | 417.96%-429.9pp |
| Employer contribution / active EE | $926 | $3,128-70.4% | $2,413-61.6% | $4,740-80.5% |
| Participant deferral / active EE | $3,125 | $4,693-33.4% | $3,985-21.6% | $6,400-51.2% |
| Admin fee / account holder | $6,917 | $9,126-24.2% | $6,832+1.2% | $11,426-39.5% |