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 | $55,517 | $87,540-36.6% | $75,781-26.7% | $125,391-55.7% |
| Participation rate | 80.0% | 80.2%-0.2pp | 75.8%+4.2pp | 83.2%-3.2pp |
| Annual return | -0.27% | 13.48%-13.8pp | 9.68%-9.9pp | 282.22%-282.5pp |
| Employer contribution / active EE | $1,107 | $3,930-71.8% | $3,323-66.7% | $4,866-77.2% |
| Participant deferral / active EE | $2,667 | $4,229-36.9% | $3,651-27.0% | $5,352-50.2% |
| Admin fee / account holder | $2,966 | $6,502-54.4% | $5,299-44.0% | $9,540-68.9% |