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 | $52,198 | $94,529-44.8% | $140,016-62.7% | $64,186-18.7% |
| Participation rate | 87.5% | 84.1%+3.4pp | 87.5%0pp | 69.6%+17.9pp |
| Annual return | -5.18% | 7.77%-12.9pp | 651.12%-656.3pp | 7.63%-12.8pp |
| Employer contribution / active EE | $1,590 | $3,812-58.3% | $5,606-71.6% | $2,381-33.2% |
| Participant deferral / active EE | $2,745 | $5,250-47.7% | $6,927-60.4% | $3,470-20.9% |
| Admin fee / account holder | $7,276 | $6,741+7.9% | $10,705-32.0% | $4,888+48.8% |