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 | $95,706 | $211,958-54.8% | $169,463-43.5% | $135,375-29.3% |
| Participation rate | 73.3% | 82.6%-9.3pp | 77.8%-4.4pp | 82.6%-9.3pp |
| Annual return | -7.15% | 3.26%-10.4pp | 1.83%-9.0pp | 519.73%-526.9pp |
| Employer contribution / active EE | $1,387 | $5,120-72.9% | $4,159-66.6% | $4,779-71.0% |
| Participant deferral / active EE | $5,028 | $6,075-17.2% | $5,277-4.7% | $5,609-10.4% |
| Admin fee / account holder | $965 | $11,471-91.6% | $9,109-89.4% | $10,827-91.1% |