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 | $91,066 | $82,664+10.2% | $125,339-27.3% | $68,494+33.0% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -14.96% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,362 | $3,381-59.7% | $4,814-71.7% | $2,596-47.5% |
| Participant deferral / active EE | $3,429 | $6,110-43.9% | $7,446-54.0% | $4,027-14.9% |
| Admin fee / account holder | $893 | $6,275-85.8% | $10,010-91.1% | $5,403-83.5% |