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 | $82,719 | $97,757-15.4% | $83,848-1.3% | $135,375-38.9% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -6.41% | 1287.37%-1293.8pp | 850.88%-857.3pp | 519.73%-526.1pp |
| Employer contribution / active EE | $1,928 | $4,222-54.3% | $3,631-46.9% | $4,779-59.7% |
| Participant deferral / active EE | $5,427 | $4,682+15.9% | $4,082+33.0% | $5,609-3.2% |
| Admin fee / account holder | $2,990 | $6,674-55.2% | $5,478-45.4% | $10,827-72.4% |