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 | $36,143 | $158,817-77.2% | $121,196-70.2% | $135,375-73.3% |
| Participation rate | 81.8% | 79.3%+2.5pp | 71.7%+10.1pp | 82.6%-0.8pp |
| Annual return | -4.20% | -0.64%-3.6pp | 16.93%-21.1pp | 519.73%-523.9pp |
| Employer contribution / active EE | $1,758 | $5,665-69.0% | $4,022-56.3% | $4,779-63.2% |
| Participant deferral / active EE | $2,902 | $4,005-27.5% | $3,344-13.2% | $5,609-48.3% |
| Admin fee / account holder | $2,916 | $6,512-55.2% | $5,019-41.9% | $10,827-73.1% |