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 | $75,519 | $91,538-17.5% | $129,995-41.9% | $75,163+0.5% |
| Participation rate | 70.4% | 71.4%-1.1pp | 78.5%-8.1pp | 67.2%+3.2pp |
| Annual return | 17.74% | -631.11%+648.8pp | -137.18%+154.9pp | 160.62%-142.9pp |
| Employer contribution / active EE | $2,481 | $2,845-12.8% | $4,320-42.6% | $2,670-7.1% |
| Participant deferral / active EE | $3,408 | $4,341-21.5% | $5,820-41.4% | $4,125-17.4% |
| Admin fee / account holder | $2,872 | $6,790-57.7% | $10,614-72.9% | $5,651-49.2% |