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 | $29,717 | $64,307-53.8% | $57,343-48.2% | $125,391-76.3% |
| Participation rate | 81.8% | 78.6%+3.2pp | 75.1%+6.7pp | 83.2%-1.4pp |
| Annual return | -1.00% | 25.12%-26.1pp | 24.39%-25.4pp | 282.22%-283.2pp |
| Employer contribution / active EE | $1,629 | $3,193-49.0% | $2,689-39.4% | $4,866-66.5% |
| Participant deferral / active EE | $1,956 | $3,848-49.2% | $3,162-38.1% | $5,352-63.4% |
| Admin fee / account holder | $5,196 | $5,242-0.9% | $3,356+54.8% | $9,540-45.5% |