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 | $50,874 | $94,529-46.2% | $140,016-63.7% | $64,186-20.7% |
| Participation rate | 82.8% | 84.1%-1.3pp | 87.5%-4.7pp | 69.6%+13.2pp |
| Annual return | -5.37% | 7.77%-13.1pp | 651.12%-656.5pp | 7.63%-13.0pp |
| Employer contribution / active EE | $1,266 | $3,812-66.8% | $5,606-77.4% | $2,381-46.8% |
| Participant deferral / active EE | $2,534 | $5,250-51.7% | $6,927-63.4% | $3,470-27.0% |
| Admin fee / account holder | $782 | $6,741-88.4% | $10,705-92.7% | $4,888-84.0% |