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 | $51,327 | $84,695-39.4% | $73,843-30.5% | $125,391-59.1% |
| Participation rate | 88.9% | 76.8%+12.1pp | 73.4%+15.4pp | 83.2%+5.7pp |
| Annual return | 0.30% | 3123.53%-3123.2pp | 2267.84%-2267.5pp | 282.22%-281.9pp |
| Employer contribution / active EE | $2,129 | $3,123-31.8% | $2,787-23.6% | $4,866-56.3% |
| Participant deferral / active EE | $2,937 | $3,992-26.4% | $3,583-18.0% | $5,352-45.1% |
| Admin fee / account holder | $2,410 | $5,691-57.7% | $4,880-50.6% | $9,540-74.7% |