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 | $45,443 | $211,958-78.6% | $169,463-73.2% | $135,375-66.4% |
| Participation rate | 70.0% | 82.6%-12.6pp | 77.8%-7.8pp | 82.6%-12.6pp |
| Annual return | -3.76% | 3.26%-7.0pp | 1.83%-5.6pp | 519.73%-523.5pp |
| Employer contribution / active EE | $1,521 | $5,120-70.3% | $4,159-63.4% | $4,779-68.2% |
| Participant deferral / active EE | $4,060 | $6,075-33.2% | $5,277-23.1% | $5,609-27.6% |
| Admin fee / account holder | $4,307 | $11,471-62.5% | $9,109-52.7% | $10,827-60.2% |