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 | $77,075 | $90,600-14.9% | $79,464-3.0% | $135,375-43.1% |
| Participation rate | 88.9% | 76.0%+12.8pp | 73.3%+15.5pp | 82.6%+6.2pp |
| Annual return | -5.42% | 977.43%-982.9pp | 718.14%-723.6pp | 519.73%-525.2pp |
| Employer contribution / active EE | $849 | $3,068-72.3% | $2,800-69.7% | $4,779-82.2% |
| Participant deferral / active EE | $2,462 | $4,050-39.2% | $3,704-33.5% | $5,609-56.1% |
| Admin fee / account holder | $2,467 | $5,907-58.2% | $5,113-51.7% | $10,827-77.2% |