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 | $64,296 | $197,825-67.5% | $155,790-58.7% | $125,391-48.7% |
| Participation rate | 75.0% | 82.1%-7.1pp | 76.1%-1.1pp | 83.2%-8.2pp |
| Annual return | -2.74% | 86.74%-89.5pp | 71.54%-74.3pp | 282.22%-285.0pp |
| Employer contribution / active EE | $399 | $4,847-91.8% | $3,836-89.6% | $4,866-91.8% |
| Participant deferral / active EE | $1,595 | $5,630-71.7% | $4,797-66.7% | $5,352-70.2% |
| Admin fee / account holder | $2,694 | $9,545-71.8% | $7,478-64.0% | $9,540-71.8% |