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 | $80,326 | $152,509-47.3% | $117,472-31.6% | $134,475-40.3% |
| Participation rate | 70.6% | 77.1%-6.5pp | 70.6%0pp | 81.2%-10.6pp |
| Annual return | -18.91% | 52.99%-71.9pp | 29.74%-48.6pp | 417.96%-436.9pp |
| Employer contribution / active EE | $1,374 | $5,571-75.3% | $4,176-67.1% | $4,740-71.0% |
| Participant deferral / active EE | $3,955 | $4,818-17.9% | $4,070-2.8% | $6,400-38.2% |
| Admin fee / account holder | $2,919 | $7,004-58.3% | $5,645-48.3% | $11,426-74.5% |