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 | $46,049 | $211,958-78.3% | $169,463-72.8% | $135,375-66.0% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -5.85% | 3.26%-9.1pp | 1.83%-7.7pp | 519.73%-525.6pp |
| Employer contribution / active EE | $0 | $5,120-100.0% | $4,159-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $6,194 | $6,075+2.0% | $5,277+17.4% | $5,609+10.4% |
| Admin fee / account holder | $2,232 | $11,471-80.5% | $9,109-75.5% | $10,827-79.4% |