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 | $30,579 | $95,193-67.9% | $76,523-60.0% | $135,375-77.4% |
| Participation rate | 82.6% | 74.4%+8.2pp | 68.0%+14.6pp | 82.6%0pp |
| Annual return | -3.07% | 4.85%-7.9pp | -0.27%-2.8pp | 519.73%-522.8pp |
| Employer contribution / active EE | $2,320 | $3,302-29.7% | $2,647-12.4% | $4,779-51.5% |
| Participant deferral / active EE | $5,946 | $4,639+28.2% | $3,835+55.0% | $5,609+6.0% |
| Admin fee / account holder | $10,040 | $6,249+60.7% | $4,848+107.1% | $10,827-7.3% |