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 | $93,858 | $113,935-17.6% | $94,224-0.4% | $125,391-25.1% |
| Participation rate | 77.8% | 82.9%-5.1pp | 78.8%-1.0pp | 83.2%-5.4pp |
| Annual return | -3.27% | 5.29%-8.6pp | 10.68%-14.0pp | 282.22%-285.5pp |
| Employer contribution / active EE | $2,041 | $4,727-56.8% | $3,587-43.1% | $4,866-58.1% |
| Participant deferral / active EE | $6,217 | $5,179+20.0% | $4,320+43.9% | $5,352+16.2% |
| Admin fee / account holder | $900 | $8,391-89.3% | $6,269-85.6% | $9,540-90.6% |