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 9-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 | $23,281 | $82,664-71.8% | $125,339-81.4% | $68,494-66.0% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -14.97% | -5.97%-9.0pp | 572.05%-587.0pp | -7.84%-7.1pp |
| Employer contribution / active EE | $1,345 | $3,381-60.2% | $4,814-72.1% | $2,596-48.2% |
| Participant deferral / active EE | $3,573 | $6,110-41.5% | $7,446-52.0% | $4,027-11.3% |
| Admin fee / account holder | $2,309 | $6,275-63.2% | $10,010-76.9% | $5,403-57.3% |