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 | $61,369 | $90,590-32.3% | $90,782-32.4% | $135,375-54.7% |
| Participation rate | 83.3% | 83.7%-0.4pp | 82.7%+0.7pp | 82.6%+0.7pp |
| Annual return | -4.88% | -3.40%-1.5pp | -3.42%-1.5pp | 519.73%-524.6pp |
| Employer contribution / active EE | $1,988 | $4,352-54.3% | $4,105-51.6% | $4,779-58.4% |
| Participant deferral / active EE | $1,988 | $5,407-63.2% | $5,366-62.9% | $5,609-64.5% |
| Admin fee / account holder | $16,813 | $7,683+118.8% | $5,908+184.6% | $10,827+55.3% |