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 | $72,611 | $105,860-31.4% | $90,749-20.0% | $134,475-46.0% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.7%-0.7pp | 81.2%-6.2pp |
| Annual return | -19.78% | -11.01%-8.8pp | -12.16%-7.6pp | 417.96%-437.7pp |
| Employer contribution / active EE | $2,065 | $3,462-40.4% | $2,921-29.3% | $4,740-56.4% |
| Participant deferral / active EE | $6,699 | $5,216+28.4% | $4,564+46.8% | $6,400+4.7% |
| Admin fee / account holder | $48,660 | $13,938+249.1% | $8,445+476.2% | $11,426+325.9% |