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 | $46,761 | $95,193-50.9% | $76,523-38.9% | $135,375-65.5% |
| Participation rate | 70.6% | 74.4%-3.8pp | 68.0%+2.6pp | 82.6%-12.1pp |
| Annual return | -5.48% | 4.85%-10.3pp | -0.27%-5.2pp | 519.73%-525.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,647-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,043 | $4,639-56.0% | $3,835-46.7% | $5,609-63.6% |
| Admin fee / account holder | $669 | $6,249-89.3% | $4,848-86.2% | $10,827-93.8% |