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 | $44,391 | $105,860-58.1% | $90,749-51.1% | $134,475-67.0% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.7%+0.8pp | 81.2%-4.8pp |
| Annual return | -18.48% | -11.01%-7.5pp | -12.16%-6.3pp | 417.96%-436.4pp |
| Employer contribution / active EE | $863 | $3,462-75.1% | $2,921-70.4% | $4,740-81.8% |
| Participant deferral / active EE | $4,118 | $5,216-21.0% | $4,564-9.8% | $6,400-35.6% |
| Admin fee / account holder | $1,114 | $13,938-92.0% | $8,445-86.8% | $11,426-90.2% |