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 | $43,698 | $127,386-65.7% | $115,037-62.0% | $125,391-65.2% |
| Participation rate | 70.0% | 84.2%-14.2pp | 81.4%-11.4pp | 83.2%-13.2pp |
| Annual return | -0.42% | 31.28%-31.7pp | 26.14%-26.6pp | 282.22%-282.6pp |
| Employer contribution / active EE | $2,329 | $5,166-54.9% | $4,608-49.5% | $4,866-52.1% |
| Participant deferral / active EE | $4,339 | $6,423-32.4% | $6,026-28.0% | $5,352-18.9% |
| Admin fee / account holder | $12,459 | $9,516+30.9% | $8,175+52.4% | $9,540+30.6% |