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 | $20,673 | $77,976-73.5% | $81,367-74.6% | $125,391-83.5% |
| Participation rate | 76.9% | 83.3%-6.3pp | 82.3%-5.4pp | 83.2%-6.3pp |
| Annual return | -2.41% | -2.85%+0.4pp | -0.92%-1.5pp | 282.22%-284.6pp |
| Employer contribution / active EE | $1,672 | $4,366-61.7% | $3,930-57.5% | $4,866-65.6% |
| Participant deferral / active EE | $3,562 | $5,646-36.9% | $5,383-33.8% | $5,352-33.4% |
| Admin fee / account holder | $644 | $12,476-94.8% | $8,926-92.8% | $9,540-93.3% |