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 | $56,590 | $87,540-35.4% | $75,781-25.3% | $125,391-54.9% |
| Participation rate | 85.7% | 80.2%+5.5pp | 75.8%+9.9pp | 83.2%+2.5pp |
| Annual return | -0.10% | 13.48%-13.6pp | 9.68%-9.8pp | 282.22%-282.3pp |
| Employer contribution / active EE | $1,349 | $3,930-65.7% | $3,323-59.4% | $4,866-72.3% |
| Participant deferral / active EE | $2,605 | $4,229-38.4% | $3,651-28.6% | $5,352-51.3% |
| Admin fee / account holder | $511 | $6,502-92.1% | $5,299-90.4% | $9,540-94.6% |