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 | $73,168 | $97,044-24.6% | $83,333-12.2% | $135,375-46.0% |
| Participation rate | 94.1% | 80.4%+13.7pp | 77.8%+16.4pp | 82.6%+11.5pp |
| Annual return | -5.11% | 12.31%-17.4pp | 10.63%-15.7pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,389 | $4,143-42.3% | $3,379-29.3% | $4,779-50.0% |
| Participant deferral / active EE | $4,036 | $5,964-32.3% | $5,565-27.5% | $5,609-28.0% |
| Admin fee / account holder | $2,453 | $8,380-70.7% | $7,510-67.3% | $10,827-77.3% |