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 | $44,984 | $82,664-45.6% | $125,339-64.1% | $68,494-34.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.21% | -5.97%-11.2pp | 572.05%-589.3pp | -7.84%-9.4pp |
| Employer contribution / active EE | $3,303 | $3,381-2.3% | $4,814-31.4% | $2,596+27.2% |
| Participant deferral / active EE | $5,019 | $6,110-17.9% | $7,446-32.6% | $4,027+24.6% |
| Admin fee / account holder | $10,307 | $6,275+64.2% | $10,010+3.0% | $5,403+90.8% |