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 | $51,338 | $62,586-18.0% | $76,768-33.1% | $64,186-20.0% |
| Participation rate | 76.9% | 72.8%+4.1pp | 77.0%0pp | 69.6%+7.4pp |
| Annual return | -3.44% | -1.95%-1.5pp | 2.43%-5.9pp | 7.63%-11.1pp |
| Employer contribution / active EE | $940 | $1,832-48.7% | $2,485-62.2% | $2,381-60.5% |
| Participant deferral / active EE | $3,260 | $3,145+3.7% | $3,852-15.4% | $3,470-6.0% |
| Admin fee / account holder | $1,145 | $4,667-75.5% | $6,675-82.8% | $4,888-76.6% |