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 | $72,323 | $82,664-12.5% | $125,339-42.3% | $68,494+5.6% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.58% | -5.97%-11.6pp | 572.05%-589.6pp | -7.84%-9.7pp |
| Employer contribution / active EE | $3,187 | $3,381-5.7% | $4,814-33.8% | $2,596+22.7% |
| Participant deferral / active EE | $8,256 | $6,110+35.1% | $7,446+10.9% | $4,027+105.0% |
| Admin fee / account holder | $3,759 | $6,275-40.1% | $10,010-62.4% | $5,403-30.4% |