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 | $60,767 | $82,664-26.5% | $125,339-51.5% | $68,494-11.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -14.42% | -5.97%-8.4pp | 572.05%-586.5pp | -7.84%-6.6pp |
| Employer contribution / active EE | $883 | $3,381-73.9% | $4,814-81.6% | $2,596-66.0% |
| Participant deferral / active EE | $4,856 | $6,110-20.5% | $7,446-34.8% | $4,027+20.6% |
| Admin fee / account holder | $4,037 | $6,275-35.7% | $10,010-59.7% | $5,403-25.3% |