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 | $83,587 | $113,935-26.6% | $94,224-11.3% | $125,391-33.3% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -1.28% | 5.29%-6.6pp | 10.68%-12.0pp | 282.22%-283.5pp |
| Employer contribution / active EE | $2,057 | $4,727-56.5% | $3,587-42.6% | $4,866-57.7% |
| Participant deferral / active EE | $3,290 | $5,179-36.5% | $4,320-23.8% | $5,352-38.5% |
| Admin fee / account holder | $736 | $8,391-91.2% | $6,269-88.3% | $9,540-92.3% |