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 | $24,544 | $69,518-64.7% | $59,878-59.0% | $135,375-81.9% |
| Participation rate | 77.8% | 77.8%-0.1pp | 74.7%+3.1pp | 82.6%-4.9pp |
| Annual return | -5.92% | 7.94%-13.9pp | 3.46%-9.4pp | 519.73%-525.6pp |
| Employer contribution / active EE | $1,210 | $3,235-62.6% | $2,722-55.5% | $4,779-74.7% |
| Participant deferral / active EE | $1,966 | $4,206-53.3% | $3,402-42.2% | $5,609-64.9% |
| Admin fee / account holder | $519 | $5,734-90.9% | $3,590-85.5% | $10,827-95.2% |