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 | $66,188 | $84,695-21.9% | $73,843-10.4% | $125,391-47.2% |
| Participation rate | 71.4% | 76.8%-5.3pp | 73.4%-2.0pp | 83.2%-11.8pp |
| Annual return | -2.62% | 3123.53%-3126.1pp | 2267.84%-2270.5pp | 282.22%-284.8pp |
| Employer contribution / active EE | $6,064 | $3,123+94.2% | $2,787+117.5% | $4,866+24.6% |
| Participant deferral / active EE | $6,280 | $3,992+57.3% | $3,583+75.3% | $5,352+17.4% |
| Admin fee / account holder | $12,187 | $5,691+114.1% | $4,880+149.7% | $9,540+27.7% |