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 | $36,665 | $94,529-61.2% | $140,016-73.8% | $64,186-42.9% |
| Participation rate | 78.6% | 84.1%-5.5pp | 87.5%-8.9pp | 69.6%+9.0pp |
| Annual return | -2.86% | 7.77%-10.6pp | 651.12%-654.0pp | 7.63%-10.5pp |
| Employer contribution / active EE | $1,572 | $3,812-58.8% | $5,606-72.0% | $2,381-34.0% |
| Participant deferral / active EE | $2,665 | $5,250-49.2% | $6,927-61.5% | $3,470-23.2% |
| Admin fee / account holder | $1,186 | $6,741-82.4% | $10,705-88.9% | $4,888-75.7% |