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 | $59,656 | $71,883-17.0% | $86,677-31.2% | $68,494-12.9% |
| Participation rate | 71.2% | 72.2%-1.1pp | 76.6%-5.4pp | 67.9%+3.3pp |
| Annual return | -13.42% | 3.52%-16.9pp | 35.91%-49.3pp | -7.84%-5.6pp |
| Employer contribution / active EE | $750 | $2,173-65.5% | $2,836-73.6% | $2,596-71.1% |
| Participant deferral / active EE | $2,615 | $3,779-30.8% | $4,656-43.8% | $4,027-35.1% |
| Admin fee / account holder | $4,001 | $6,112-34.5% | $7,493-46.6% | $5,403-25.9% |