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 | $27,021 | $113,935-76.3% | $94,224-71.3% | $125,391-78.5% |
| Participation rate | 71.4% | 82.9%-11.5pp | 78.8%-7.3pp | 83.2%-11.8pp |
| Annual return | -0.75% | 5.29%-6.0pp | 10.68%-11.4pp | 282.22%-283.0pp |
| Employer contribution / active EE | $1,116 | $4,727-76.4% | $3,587-68.9% | $4,866-77.1% |
| Participant deferral / active EE | $4,242 | $5,179-18.1% | $4,320-1.8% | $5,352-20.7% |
| Admin fee / account holder | $4,718 | $8,391-43.8% | $6,269-24.7% | $9,540-50.5% |