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 | $67,307 | $211,958-68.2% | $169,463-60.3% | $135,375-50.3% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -5.06% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $1,709 | $5,120-66.6% | $4,159-58.9% | $4,779-64.2% |
| Participant deferral / active EE | $4,605 | $6,075-24.2% | $5,277-12.7% | $5,609-17.9% |
| Admin fee / account holder | $25,144 | $11,471+119.2% | $9,109+176.0% | $10,827+132.2% |