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 | $31,340 | $211,958-85.2% | $169,463-81.5% | $135,375-76.8% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -5.95% | 3.26%-9.2pp | 1.83%-7.8pp | 519.73%-525.7pp |
| Employer contribution / active EE | $1,098 | $5,120-78.6% | $4,159-73.6% | $4,779-77.0% |
| Participant deferral / active EE | $2,863 | $6,075-52.9% | $5,277-45.7% | $5,609-48.9% |
| Admin fee / account holder | $6,034 | $11,471-47.4% | $9,109-33.8% | $10,827-44.3% |