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 | $73,820 | $211,958-65.2% | $169,463-56.4% | $135,375-45.5% |
| Participation rate | 75.0% | 82.6%-7.6pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -6.45% | 3.26%-9.7pp | 1.83%-8.3pp | 519.73%-526.2pp |
| Employer contribution / active EE | $2,397 | $5,120-53.2% | $4,159-42.4% | $4,779-49.8% |
| Participant deferral / active EE | $5,982 | $6,075-1.5% | $5,277+13.4% | $5,609+6.7% |
| Admin fee / account holder | $12,663 | $11,471+10.4% | $9,109+39.0% | $10,827+17.0% |