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 | $42,675 | $127,386-66.5% | $115,037-62.9% | $125,391-66.0% |
| Participation rate | 75.0% | 84.2%-9.2pp | 81.4%-6.4pp | 83.2%-8.2pp |
| Annual return | -0.85% | 31.28%-32.1pp | 26.14%-27.0pp | 282.22%-283.1pp |
| Employer contribution / active EE | $2,056 | $5,166-60.2% | $4,608-55.4% | $4,866-57.7% |
| Participant deferral / active EE | $3,678 | $6,423-42.7% | $6,026-39.0% | $5,352-31.3% |
| Admin fee / account holder | $26,538 | $9,516+178.9% | $8,175+224.6% | $9,540+178.2% |