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 | $72,135 | $99,032-27.2% | $80,019-9.9% | $135,375-46.7% |
| Participation rate | 75.0% | 78.4%-3.4pp | 75.8%-0.8pp | 82.6%-7.6pp |
| Annual return | -7.69% | 15.39%-23.1pp | 11.22%-18.9pp | 519.73%-527.4pp |
| Employer contribution / active EE | $1,474 | $3,043-51.6% | $2,468-40.3% | $4,779-69.2% |
| Participant deferral / active EE | $4,959 | $4,282+15.8% | $3,686+34.5% | $5,609-11.6% |
| Admin fee / account holder | $471 | $10,436-95.5% | $6,521-92.8% | $10,827-95.7% |