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 | $88,881 | $97,757-9.1% | $83,848+6.0% | $135,375-34.3% |
| Participation rate | 78.3% | 80.0%-1.7pp | 76.1%+2.1pp | 82.6%-4.4pp |
| Annual return | -2.85% | 1287.37%-1290.2pp | 850.88%-853.7pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,758 | $4,222-58.4% | $3,631-51.6% | $4,779-63.2% |
| Participant deferral / active EE | $2,990 | $4,682-36.1% | $4,082-26.8% | $5,609-46.7% |
| Admin fee / account holder | $6,919 | $6,674+3.7% | $5,478+26.3% | $10,827-36.1% |