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 | $71,340 | $90,600-21.3% | $79,464-10.2% | $135,375-47.3% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -8.87% | 977.43%-986.3pp | 718.14%-727.0pp | 519.73%-528.6pp |
| Employer contribution / active EE | $1,259 | $3,068-59.0% | $2,800-55.1% | $4,779-73.7% |
| Participant deferral / active EE | $2,413 | $4,050-40.4% | $3,704-34.9% | $5,609-57.0% |
| Admin fee / account holder | $2,197 | $5,907-62.8% | $5,113-57.0% | $10,827-79.7% |