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 | $90,994 | $211,958-57.1% | $169,463-46.3% | $135,375-32.8% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -5.09% | 3.26%-8.3pp | 1.83%-6.9pp | 519.73%-524.8pp |
| Employer contribution / active EE | $2,032 | $5,120-60.3% | $4,159-51.1% | $4,779-57.5% |
| Participant deferral / active EE | $2,775 | $6,075-54.3% | $5,277-47.4% | $5,609-50.5% |
| Admin fee / account holder | $14,894 | $11,471+29.8% | $9,109+63.5% | $10,827+37.6% |