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 | $77,701 | $97,044-19.9% | $83,333-6.8% | $135,375-42.6% |
| Participation rate | 71.4% | 80.4%-9.0pp | 77.8%-6.3pp | 82.6%-11.2pp |
| Annual return | -5.91% | 12.31%-18.2pp | 10.63%-16.5pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,803 | $4,143-56.5% | $3,379-46.6% | $4,779-62.3% |
| Participant deferral / active EE | $3,147 | $5,964-47.2% | $5,565-43.5% | $5,609-43.9% |
| Admin fee / account holder | $416 | $8,380-95.0% | $7,510-94.5% | $10,827-96.2% |