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 | $66,576 | $211,958-68.6% | $169,463-60.7% | $135,375-50.8% |
| Participation rate | 76.9% | 82.6%-5.7pp | 77.8%-0.9pp | 82.6%-5.7pp |
| Annual return | -8.52% | 3.26%-11.8pp | 1.83%-10.3pp | 519.73%-528.2pp |
| Employer contribution / active EE | $2,780 | $5,120-45.7% | $4,159-33.2% | $4,779-41.8% |
| Participant deferral / active EE | $3,663 | $6,075-39.7% | $5,277-30.6% | $5,609-34.7% |
| Admin fee / account holder | $4,573 | $11,471-60.1% | $9,109-49.8% | $10,827-57.8% |