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 | $60,694 | $97,044-37.5% | $83,333-27.2% | $135,375-55.2% |
| Participation rate | 82.6% | 80.4%+2.2pp | 77.8%+4.8pp | 82.6%0pp |
| Annual return | -6.99% | 12.31%-19.3pp | 10.63%-17.6pp | 519.73%-526.7pp |
| Employer contribution / active EE | $1,309 | $4,143-68.4% | $3,379-61.3% | $4,779-72.6% |
| Participant deferral / active EE | $3,739 | $5,964-37.3% | $5,565-32.8% | $5,609-33.3% |
| Admin fee / account holder | $2,132 | $8,380-74.6% | $7,510-71.6% | $10,827-80.3% |