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 | $63,569 | $99,640-36.2% | $86,436-26.5% | $134,475-52.7% |
| Participation rate | 84.2% | 82.0%+2.2pp | 80.3%+3.9pp | 81.2%+3.0pp |
| Annual return | -18.14% | 6782.58%-6800.7pp | 4394.89%-4413.0pp | 417.96%-436.1pp |
| Employer contribution / active EE | $1,824 | $4,400-58.5% | $3,769-51.6% | $4,740-61.5% |
| Participant deferral / active EE | $3,435 | $7,246-52.6% | $6,952-50.6% | $6,400-46.3% |
| Admin fee / account holder | $3,249 | $8,371-61.2% | $6,731-51.7% | $11,426-71.6% |