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 | $41,879 | $127,386-67.1% | $115,037-63.6% | $125,391-66.6% |
| Participation rate | 83.3% | 84.2%-0.8pp | 81.4%+2.0pp | 83.2%+0.1pp |
| Annual return | -1.98% | 31.28%-33.3pp | 26.14%-28.1pp | 282.22%-284.2pp |
| Employer contribution / active EE | $2,380 | $5,166-53.9% | $4,608-48.3% | $4,866-51.1% |
| Participant deferral / active EE | $5,337 | $6,423-16.9% | $6,026-11.4% | $5,352-0.3% |
| Admin fee / account holder | $470 | $9,516-95.1% | $8,175-94.3% | $9,540-95.1% |