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 | $52,296 | $158,817-67.1% | $121,196-56.8% | $135,375-61.4% |
| Participation rate | 83.3% | 79.3%+4.0pp | 71.7%+11.6pp | 82.6%+0.7pp |
| Annual return | -2.72% | -0.64%-2.1pp | 16.93%-19.6pp | 519.73%-522.5pp |
| Employer contribution / active EE | $811 | $5,665-85.7% | $4,022-79.8% | $4,779-83.0% |
| Participant deferral / active EE | $2,556 | $4,005-36.2% | $3,344-23.6% | $5,609-54.4% |
| Admin fee / account holder | $5,109 | $6,512-21.5% | $5,019+1.8% | $10,827-52.8% |