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 | $60,879 | $72,404-15.9% | $110,238-44.8% | $64,186-5.2% |
| Participation rate | 78.6% | 73.3%+5.2pp | 79.8%-1.2pp | 69.6%+9.0pp |
| Annual return | -5.79% | -6.29%+0.5pp | 314.74%-320.5pp | 7.63%-13.4pp |
| Employer contribution / active EE | $662 | $2,282-71.0% | $3,826-82.7% | $2,381-72.2% |
| Participant deferral / active EE | $3,625 | $3,469+4.5% | $4,672-22.4% | $3,470+4.5% |
| Admin fee / account holder | $822 | $5,664-85.5% | $8,547-90.4% | $4,888-83.2% |