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 | $43,301 | $211,958-79.6% | $169,463-74.4% | $135,375-68.0% |
| Participation rate | 72.7% | 82.6%-9.9pp | 77.8%-5.1pp | 82.6%-9.9pp |
| Annual return | -5.73% | 3.26%-9.0pp | 1.83%-7.6pp | 519.73%-525.5pp |
| Employer contribution / active EE | $1,866 | $5,120-63.6% | $4,159-55.1% | $4,779-61.0% |
| Participant deferral / active EE | $1,819 | $6,075-70.1% | $5,277-65.5% | $5,609-67.6% |
| Admin fee / account holder | $1,205 | $11,471-89.5% | $9,109-86.8% | $10,827-88.9% |