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 | $56,227 | $82,664-32.0% | $125,339-55.1% | $68,494-17.9% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.38% | -5.97%-11.4pp | 572.05%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $2,527 | $3,381-25.3% | $4,814-47.5% | $2,596-2.7% |
| Participant deferral / active EE | $5,337 | $6,110-12.7% | $7,446-28.3% | $4,027+32.5% |
| Admin fee / account holder | $658 | $6,275-89.5% | $10,010-93.4% | $5,403-87.8% |