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 | $71,267 | $211,958-66.4% | $169,463-57.9% | $135,375-47.4% |
| Participation rate | 71.4% | 82.6%-11.2pp | 77.8%-6.4pp | 82.6%-11.2pp |
| Annual return | -5.51% | 3.26%-8.8pp | 1.83%-7.3pp | 519.73%-525.2pp |
| Employer contribution / active EE | $2,775 | $5,120-45.8% | $4,159-33.3% | $4,779-41.9% |
| Participant deferral / active EE | $2,775 | $6,075-54.3% | $5,277-47.4% | $5,609-50.5% |
| Admin fee / account holder | $900 | $11,471-92.2% | $9,109-90.1% | $10,827-91.7% |