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 | $57,253 | $167,484-65.8% | $151,611-62.2% | $134,475-57.4% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -17.39% | 7.80%-25.2pp | 3.33%-20.7pp | 417.96%-435.4pp |
| Employer contribution / active EE | $5,092 | $6,829-25.4% | $6,166-17.4% | $4,740+7.4% |
| Participant deferral / active EE | $4,578 | $8,986-49.1% | $8,363-45.3% | $6,400-28.5% |
| Admin fee / account holder | $6,790 | $13,783-50.7% | $11,616-41.5% | $11,426-40.6% |