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 | $61,200 | $97,044-36.9% | $83,333-26.6% | $135,375-54.8% |
| Participation rate | 77.8% | 80.4%-2.6pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -7.81% | 12.31%-20.1pp | 10.63%-18.4pp | 519.73%-527.5pp |
| Employer contribution / active EE | $2,314 | $4,143-44.2% | $3,379-31.5% | $4,779-51.6% |
| Participant deferral / active EE | $2,814 | $5,964-52.8% | $5,565-49.4% | $5,609-49.8% |
| Admin fee / account holder | $12,688 | $8,380+51.4% | $7,510+68.9% | $10,827+17.2% |