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 | $43,957 | $87,540-49.8% | $75,781-42.0% | $125,391-64.9% |
| Participation rate | 72.7% | 80.2%-7.4pp | 75.8%-3.1pp | 83.2%-10.5pp |
| Annual return | -2.28% | 13.48%-15.8pp | 9.68%-12.0pp | 282.22%-284.5pp |
| Employer contribution / active EE | $1,631 | $3,930-58.5% | $3,323-50.9% | $4,866-66.5% |
| Participant deferral / active EE | $2,378 | $4,229-43.8% | $3,651-34.9% | $5,352-55.6% |
| Admin fee / account holder | $518 | $6,502-92.0% | $5,299-90.2% | $9,540-94.6% |