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 | $59,087 | $72,404-18.4% | $110,238-46.4% | $64,186-7.9% |
| Participation rate | 73.4% | 73.3%+0.1pp | 79.8%-6.4pp | 69.6%+3.8pp |
| Annual return | -2.94% | -6.29%+3.3pp | 314.74%-317.7pp | 7.63%-10.6pp |
| Employer contribution / active EE | $2,110 | $2,282-7.5% | $3,826-44.9% | $2,381-11.4% |
| Participant deferral / active EE | $4,933 | $3,469+42.2% | $4,672+5.6% | $3,470+42.2% |
| Admin fee / account holder | $5,647 | $5,664-0.3% | $8,547-33.9% | $4,888+15.5% |