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 | $74,598 | $87,540-14.8% | $75,781-1.6% | $125,391-40.5% |
| Participation rate | 73.7% | 80.2%-6.5pp | 75.8%-2.1pp | 83.2%-9.5pp |
| Annual return | -2.60% | 13.48%-16.1pp | 9.68%-12.3pp | 282.22%-284.8pp |
| Employer contribution / active EE | $2,199 | $3,930-44.1% | $3,323-33.8% | $4,866-54.8% |
| Participant deferral / active EE | $5,900 | $4,229+39.5% | $3,651+61.6% | $5,352+10.2% |
| Admin fee / account holder | $2,017 | $6,502-69.0% | $5,299-61.9% | $9,540-78.9% |