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 | $46,690 | $92,222-49.4% | $76,768-39.2% | $135,375-65.5% |
| Participation rate | 87.5% | 79.8%+7.7pp | 77.0%+10.5pp | 82.6%+4.9pp |
| Annual return | -5.60% | 5.46%-11.1pp | 2.43%-8.0pp | 519.73%-525.3pp |
| Employer contribution / active EE | $1,892 | $3,216-41.2% | $2,485-23.9% | $4,779-60.4% |
| Participant deferral / active EE | $3,231 | $4,509-28.3% | $3,852-16.1% | $5,609-42.4% |
| Admin fee / account holder | $1,341 | $10,748-87.5% | $6,675-79.9% | $10,827-87.6% |