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 | $48,490 | $167,484-71.0% | $151,611-68.0% | $134,475-63.9% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -18.85% | 7.80%-26.6pp | 3.33%-22.2pp | 417.96%-436.8pp |
| Employer contribution / active EE | $2,004 | $6,829-70.7% | $6,166-67.5% | $4,740-57.7% |
| Participant deferral / active EE | $3,980 | $8,986-55.7% | $8,363-52.4% | $6,400-37.8% |
| Admin fee / account holder | $21,762 | $13,783+57.9% | $11,616+87.3% | $11,426+90.5% |