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 | $67,679 | $97,757-30.8% | $83,848-19.3% | $135,375-50.0% |
| Participation rate | 75.0% | 80.0%-5.0pp | 76.1%-1.1pp | 82.6%-7.6pp |
| Annual return | -4.05% | 1287.37%-1291.4pp | 850.88%-854.9pp | 519.73%-523.8pp |
| Employer contribution / active EE | $1,625 | $4,222-61.5% | $3,631-55.2% | $4,779-66.0% |
| Participant deferral / active EE | $1,853 | $4,682-60.4% | $4,082-54.6% | $5,609-67.0% |
| Admin fee / account holder | $37,087 | $6,674+455.7% | $5,478+577.0% | $10,827+242.5% |