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 | $58,711 | $83,908-30.0% | $68,509-14.3% | $125,391-53.2% |
| Participation rate | 72.2% | 78.2%-5.9pp | 74.7%-2.5pp | 83.2%-11.0pp |
| Annual return | 0.19% | 14.48%-14.3pp | 8.27%-8.1pp | 282.22%-282.0pp |
| Employer contribution / active EE | $1,951 | $3,031-35.6% | $2,278-14.3% | $4,866-59.9% |
| Participant deferral / active EE | $3,568 | $4,125-13.5% | $3,382+5.5% | $5,352-33.3% |
| Admin fee / account holder | $415 | $8,982-95.4% | $5,275-92.1% | $9,540-95.6% |