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 | $51,335 | $95,193-46.1% | $76,523-32.9% | $135,375-62.1% |
| Participation rate | 87.5% | 74.4%+13.1pp | 68.0%+19.5pp | 82.6%+4.9pp |
| Annual return | -5.64% | 4.85%-10.5pp | -0.27%-5.4pp | 519.73%-525.4pp |
| Employer contribution / active EE | $2,784 | $3,302-15.7% | $2,647+5.2% | $4,779-41.7% |
| Participant deferral / active EE | $3,238 | $4,639-30.2% | $3,835-15.6% | $5,609-42.3% |
| Admin fee / account holder | $2,586 | $6,249-58.6% | $4,848-46.7% | $10,827-76.1% |