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 | $50,792 | $99,640-49.0% | $86,436-41.2% | $134,475-62.2% |
| Participation rate | 80.0% | 82.0%-2.0pp | 80.3%-0.3pp | 81.2%-1.2pp |
| Annual return | -17.36% | 6782.58%-6799.9pp | 4394.89%-4412.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $2,673 | $4,400-39.3% | $3,769-29.1% | $4,740-43.6% |
| Participant deferral / active EE | $5,650 | $7,246-22.0% | $6,952-18.7% | $6,400-11.7% |
| Admin fee / account holder | $3,134 | $8,371-62.6% | $6,731-53.4% | $11,426-72.6% |