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 4-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 | $48,034 | $140,588-65.8% | $123,104-61.0% | $125,391-61.7% |
| Participation rate | 88.2% | 88.2%0pp | 86.8%+1.5pp | 83.2%+5.0pp |
| Annual return | -2.66% | 16.80%-19.5pp | 13.22%-15.9pp | 282.22%-284.9pp |
| Employer contribution / active EE | $2,683 | $6,041-55.6% | $5,151-47.9% | $4,866-44.9% |
| Participant deferral / active EE | $4,111 | $6,980-41.1% | $6,230-34.0% | $5,352-23.2% |
| Admin fee / account holder | $2,593 | $11,198-76.8% | $9,015-71.2% | $9,540-72.8% |