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 | $24,517 | $127,386-80.8% | $115,037-78.7% | $125,391-80.4% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | -2.23% | 31.28%-33.5pp | 26.14%-28.4pp | 282.22%-284.5pp |
| Employer contribution / active EE | $2,074 | $5,166-59.9% | $4,608-55.0% | $4,866-57.4% |
| Participant deferral / active EE | $2,926 | $6,423-54.4% | $6,026-51.4% | $5,352-45.3% |
| Admin fee / account holder | $1,540 | $9,516-83.8% | $8,175-81.2% | $9,540-83.9% |