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 | $62,904 | $90,600-30.6% | $79,464-20.8% | $135,375-53.5% |
| Participation rate | 75.0% | 76.0%-1.0pp | 73.3%+1.7pp | 82.6%-7.6pp |
| Annual return | -7.45% | 977.43%-984.9pp | 718.14%-725.6pp | 519.73%-527.2pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,026 | $4,050-50.0% | $3,704-45.3% | $5,609-63.9% |
| Admin fee / account holder | $415 | $5,907-93.0% | $5,113-91.9% | $10,827-96.2% |