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 | $65,173 | $82,664-21.2% | $125,339-48.0% | $68,494-4.8% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.05% | -5.97%-11.1pp | 572.05%-589.1pp | -7.84%-9.2pp |
| Employer contribution / active EE | $3,132 | $3,381-7.4% | $4,814-34.9% | $2,596+20.6% |
| Participant deferral / active EE | $8,467 | $6,110+38.6% | $7,446+13.7% | $4,027+110.3% |
| Admin fee / account holder | $2,547 | $6,275-59.4% | $10,010-74.6% | $5,403-52.9% |