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 | $63,876 | $76,000-16.0% | $154,107-58.6% | $64,186-0.5% |
| Participation rate | 70.4% | 70.4%0pp | 83.0%-12.7pp | 69.6%+0.8pp |
| Annual return | -2.60% | 30.32%-32.9pp | 735.12%-737.7pp | 7.63%-10.2pp |
| Employer contribution / active EE | $1,386 | $3,351-58.6% | $5,298-73.8% | $2,381-41.8% |
| Participant deferral / active EE | $3,211 | $3,175+1.1% | $5,081-36.8% | $3,470-7.4% |
| Admin fee / account holder | $6,526 | $5,596+16.6% | $13,411-51.3% | $4,888+33.5% |