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 | $56,045 | $94,529-40.7% | $140,016-60.0% | $64,186-12.7% |
| Participation rate | 87.8% | 84.1%+3.7pp | 87.5%+0.3pp | 69.6%+18.2pp |
| Annual return | -5.19% | 7.77%-13.0pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,954 | $3,812-48.7% | $5,606-65.1% | $2,381-17.9% |
| Participant deferral / active EE | $2,838 | $5,250-45.9% | $6,927-59.0% | $3,470-18.2% |
| Admin fee / account holder | $30,211 | $6,741+348.2% | $10,705+182.2% | $4,888+518.1% |