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 | $75,853 | $167,484-54.7% | $151,611-50.0% | $134,475-43.6% |
| Participation rate | 87.5% | 88.4%-0.9pp | 87.5%0pp | 81.2%+6.3pp |
| Annual return | -14.46% | 7.80%-22.3pp | 3.33%-17.8pp | 417.96%-432.4pp |
| Employer contribution / active EE | $2,413 | $6,829-64.7% | $6,166-60.9% | $4,740-49.1% |
| Participant deferral / active EE | $11,735 | $8,986+30.6% | $8,363+40.3% | $6,400+83.4% |
| Admin fee / account holder | $55,170 | $13,783+300.3% | $11,616+375.0% | $11,426+382.9% |