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 | $52,289 | $95,193-45.1% | $76,523-31.7% | $135,375-61.4% |
| Participation rate | 91.3% | 74.4%+16.9pp | 68.0%+23.3pp | 82.6%+8.7pp |
| Annual return | -5.54% | 4.85%-10.4pp | -0.27%-5.3pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,269 | $3,302-61.6% | $2,647-52.0% | $4,779-73.4% |
| Participant deferral / active EE | $7,157 | $4,639+54.3% | $3,835+86.6% | $5,609+27.6% |
| Admin fee / account holder | $2,144 | $6,249-65.7% | $4,848-55.8% | $10,827-80.2% |