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 | $53,602 | $87,540-38.8% | $75,781-29.3% | $125,391-57.3% |
| Participation rate | 75.0% | 80.2%-5.2pp | 75.8%-0.8pp | 83.2%-8.2pp |
| Annual return | -1.57% | 13.48%-15.1pp | 9.68%-11.2pp | 282.22%-283.8pp |
| Employer contribution / active EE | $1,253 | $3,930-68.1% | $3,323-62.3% | $4,866-74.3% |
| Participant deferral / active EE | $2,097 | $4,229-50.4% | $3,651-42.6% | $5,352-60.8% |
| Admin fee / account holder | $2,360 | $6,502-63.7% | $5,299-55.5% | $9,540-75.3% |