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 | $40,249 | $211,958-81.0% | $169,463-76.2% | $135,375-70.3% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -5.60% | 3.26%-8.9pp | 1.83%-7.4pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,424 | $5,120-72.2% | $4,159-65.8% | $4,779-70.2% |
| Participant deferral / active EE | $3,833 | $6,075-36.9% | $5,277-27.4% | $5,609-31.7% |
| Admin fee / account holder | $413 | $11,471-96.4% | $9,109-95.5% | $10,827-96.2% |