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 | $24,646 | $211,958-88.4% | $169,463-85.5% | $135,375-81.8% |
| Participation rate | 77.8% | 82.6%-4.9pp | 77.8%0pp | 82.6%-4.9pp |
| Annual return | -4.76% | 3.26%-8.0pp | 1.83%-6.6pp | 519.73%-524.5pp |
| Employer contribution / active EE | $2,135 | $5,120-58.3% | $4,159-48.7% | $4,779-55.3% |
| Participant deferral / active EE | $4,895 | $6,075-19.4% | $5,277-7.2% | $5,609-12.7% |
| Admin fee / account holder | $2,407 | $11,471-79.0% | $9,109-73.6% | $10,827-77.8% |