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 | $43,811 | $64,307-31.9% | $57,343-23.6% | $125,391-65.1% |
| Participation rate | 73.7% | 78.6%-5.0pp | 75.1%-1.4pp | 83.2%-9.5pp |
| Annual return | -1.64% | 25.12%-26.8pp | 24.39%-26.0pp | 282.22%-283.9pp |
| Employer contribution / active EE | $1,497 | $3,193-53.1% | $2,689-44.3% | $4,866-69.2% |
| Participant deferral / active EE | $2,995 | $3,848-22.2% | $3,162-5.3% | $5,352-44.0% |
| Admin fee / account holder | $3,941 | $5,242-24.8% | $3,356+17.4% | $9,540-58.7% |