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 | $51,639 | $97,044-46.8% | $83,333-38.0% | $135,375-61.9% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -7.87% | 12.31%-20.2pp | 10.63%-18.5pp | 519.73%-527.6pp |
| Employer contribution / active EE | $1,160 | $4,143-72.0% | $3,379-65.7% | $4,779-75.7% |
| Participant deferral / active EE | $5,817 | $5,964-2.5% | $5,565+4.5% | $5,609+3.7% |
| Admin fee / account holder | $1,435 | $8,380-82.9% | $7,510-80.9% | $10,827-86.7% |