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 | $48,931 | $71,883-31.9% | $86,677-43.5% | $68,494-28.6% |
| Participation rate | 76.6% | 72.2%+4.4pp | 76.6%0pp | 67.9%+8.7pp |
| Annual return | -12.33% | 3.52%-15.9pp | 35.91%-48.2pp | -7.84%-4.5pp |
| Employer contribution / active EE | $1,101 | $2,173-49.3% | $2,836-61.2% | $2,596-57.6% |
| Participant deferral / active EE | $2,772 | $3,779-26.6% | $4,656-40.5% | $4,027-31.2% |
| Admin fee / account holder | $3,503 | $6,112-42.7% | $7,493-53.2% | $5,403-35.2% |