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 | $73,095 | $97,757-25.2% | $83,848-12.8% | $135,375-46.0% |
| Participation rate | 85.0% | 80.0%+5.0pp | 76.1%+8.9pp | 82.6%+2.4pp |
| Annual return | -5.63% | 1287.37%-1293.0pp | 850.88%-856.5pp | 519.73%-525.4pp |
| Employer contribution / active EE | $728 | $4,222-82.8% | $3,631-80.0% | $4,779-84.8% |
| Participant deferral / active EE | $2,393 | $4,682-48.9% | $4,082-41.4% | $5,609-57.3% |
| Admin fee / account holder | $2,074 | $6,674-68.9% | $5,478-62.1% | $10,827-80.8% |