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 | $41,531 | $90,590-54.2% | $90,782-54.3% | $135,375-69.3% |
| Participation rate | 82.6% | 83.7%-1.1pp | 82.7%0pp | 82.6%0pp |
| Annual return | 4.34% | -3.40%+7.7pp | -3.42%+7.8pp | 519.73%-515.4pp |
| Employer contribution / active EE | $2,946 | $4,352-32.3% | $4,105-28.2% | $4,779-38.3% |
| Participant deferral / active EE | $4,546 | $5,407-15.9% | $5,366-15.3% | $5,609-18.9% |
| Admin fee / account holder | $1,589 | $7,683-79.3% | $5,908-73.1% | $10,827-85.3% |