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 | $74,592 | $99,032-24.7% | $80,019-6.8% | $135,375-44.9% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -5.65% | 15.39%-21.0pp | 11.22%-16.9pp | 519.73%-525.4pp |
| Employer contribution / active EE | $4,213 | $3,043+38.4% | $2,468+70.7% | $4,779-11.8% |
| Participant deferral / active EE | $18,164 | $4,282+324.2% | $3,686+392.8% | $5,609+223.9% |
| Admin fee / account holder | $5,854 | $10,436-43.9% | $6,521-10.2% | $10,827-45.9% |