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 | $51,885 | $72,404-28.3% | $110,238-52.9% | $64,186-19.2% |
| Participation rate | 80.6% | 73.3%+7.2pp | 79.8%+0.7pp | 69.6%+11.0pp |
| Annual return | -3.24% | -6.29%+3.0pp | 314.74%-318.0pp | 7.63%-10.9pp |
| Employer contribution / active EE | $593 | $2,282-74.0% | $3,826-84.5% | $2,381-75.1% |
| Participant deferral / active EE | $2,375 | $3,469-31.6% | $4,672-49.2% | $3,470-31.6% |
| Admin fee / account holder | $1,076 | $5,664-81.0% | $8,547-87.4% | $4,888-78.0% |