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 | $39,382 | $95,193-58.6% | $76,523-48.5% | $135,375-70.9% |
| Participation rate | 85.0% | 74.4%+10.6pp | 68.0%+17.0pp | 82.6%+2.4pp |
| Annual return | -1.71% | 4.85%-6.6pp | -0.27%-1.4pp | 519.73%-521.4pp |
| Employer contribution / active EE | $3,308 | $3,302+0.2% | $2,647+24.9% | $4,779-30.8% |
| Participant deferral / active EE | $8,564 | $4,639+84.6% | $3,835+123.3% | $5,609+52.7% |
| Admin fee / account holder | $37,053 | $6,249+493.0% | $4,848+664.3% | $10,827+242.2% |