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 | $67,595 | $158,817-57.4% | $121,196-44.2% | $135,375-50.1% |
| Participation rate | 71.4% | 79.3%-7.9pp | 71.7%-0.3pp | 82.6%-11.2pp |
| Annual return | -7.87% | -0.64%-7.2pp | 16.93%-24.8pp | 519.73%-527.6pp |
| Employer contribution / active EE | $580 | $5,665-89.8% | $4,022-85.6% | $4,779-87.9% |
| Participant deferral / active EE | $5,787 | $4,005+44.5% | $3,344+73.0% | $5,609+3.2% |
| Admin fee / account holder | $7,728 | $6,512+18.7% | $5,019+54.0% | $10,827-28.6% |