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 | $45,835 | $99,032-53.7% | $80,019-42.7% | $135,375-66.1% |
| Participation rate | 70.0% | 78.4%-8.4pp | 75.8%-5.8pp | 82.6%-12.6pp |
| Annual return | -0.49% | 15.39%-15.9pp | 11.22%-11.7pp | 519.73%-520.2pp |
| Employer contribution / active EE | $2,343 | $3,043-23.0% | $2,468-5.1% | $4,779-51.0% |
| Participant deferral / active EE | $3,160 | $4,282-26.2% | $3,686-14.3% | $5,609-43.7% |
| Admin fee / account holder | $416 | $10,436-96.0% | $6,521-93.6% | $10,827-96.2% |