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 | $65,622 | $99,640-34.1% | $86,436-24.1% | $134,475-51.2% |
| Participation rate | 77.8% | 82.0%-4.3pp | 80.3%-2.5pp | 81.2%-3.4pp |
| Annual return | -20.62% | 6782.58%-6803.2pp | 4394.89%-4415.5pp | 417.96%-438.6pp |
| Employer contribution / active EE | $3,259 | $4,400-25.9% | $3,769-13.5% | $4,740-31.2% |
| Participant deferral / active EE | $4,918 | $7,246-32.1% | $6,952-29.2% | $6,400-23.1% |
| Admin fee / account holder | $2,859 | $8,371-65.8% | $6,731-57.5% | $11,426-75.0% |