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 | $31,178 | $211,958-85.3% | $169,463-81.6% | $135,375-77.0% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -8.61% | 3.26%-11.9pp | 1.83%-10.4pp | 519.73%-528.3pp |
| Employer contribution / active EE | $930 | $5,120-81.8% | $4,159-77.6% | $4,779-80.5% |
| Participant deferral / active EE | $4,223 | $6,075-30.5% | $5,277-20.0% | $5,609-24.7% |
| Admin fee / account holder | $1,166 | $11,471-89.8% | $9,109-87.2% | $10,827-89.2% |