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 | $56,407 | $57,354-1.7% | $83,848-32.7% | $64,186-12.1% |
| Participation rate | 72.1% | 68.6%+3.5pp | 76.1%-4.1pp | 69.6%+2.5pp |
| Annual return | -4.48% | 11.38%-15.9pp | 850.88%-855.4pp | 7.63%-12.1pp |
| Employer contribution / active EE | $1,158 | $2,545-54.5% | $3,631-68.1% | $2,381-51.4% |
| Participant deferral / active EE | $2,896 | $2,993-3.2% | $4,082-29.1% | $3,470-16.5% |
| Admin fee / account holder | $3,996 | $4,046-1.2% | $5,478-27.1% | $4,888-18.2% |