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 | $76,181 | $95,193-20.0% | $76,523-0.4% | $135,375-43.7% |
| Participation rate | 83.3% | 74.4%+8.9pp | 68.0%+15.3pp | 82.6%+0.7pp |
| Annual return | -8.72% | 4.85%-13.6pp | -0.27%-8.5pp | 519.73%-528.5pp |
| Employer contribution / active EE | $1,352 | $3,302-59.1% | $2,647-48.9% | $4,779-71.7% |
| Participant deferral / active EE | $4,065 | $4,639-12.4% | $3,835+6.0% | $5,609-27.5% |
| Admin fee / account holder | $2,929 | $6,249-53.1% | $4,848-39.6% | $10,827-72.9% |