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 | $79,554 | $107,791-26.2% | $90,645-12.2% | $135,375-41.2% |
| Participation rate | 70.8% | 78.0%-7.2pp | 74.0%-3.2pp | 82.6%-11.8pp |
| Annual return | -7.25% | -0.90%-6.3pp | 1.88%-9.1pp | 519.73%-527.0pp |
| Employer contribution / active EE | $0 | $3,018-100.0% | $2,532-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,433 | $3,872-11.3% | $3,425+0.3% | $5,609-38.8% |
| Admin fee / account holder | $693 | $5,930-88.3% | $4,994-86.1% | $10,827-93.6% |