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 | $45,520 | $97,044-53.1% | $83,333-45.4% | $135,375-66.4% |
| Participation rate | 76.9% | 80.4%-3.5pp | 77.8%-0.8pp | 82.6%-5.7pp |
| Annual return | -5.57% | 12.31%-17.9pp | 10.63%-16.2pp | 519.73%-525.3pp |
| Employer contribution / active EE | $2,320 | $4,143-44.0% | $3,379-31.3% | $4,779-51.5% |
| Participant deferral / active EE | $4,044 | $5,964-32.2% | $5,565-27.3% | $5,609-27.9% |
| Admin fee / account holder | $4,010 | $8,380-52.2% | $7,510-46.6% | $10,827-63.0% |