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 | $51,703 | $167,484-69.1% | $151,611-65.9% | $134,475-61.6% |
| Participation rate | 70.6% | 88.4%-17.8pp | 87.5%-16.9pp | 81.2%-10.6pp |
| Annual return | -8.29% | 7.80%-16.1pp | 3.33%-11.6pp | 417.96%-426.3pp |
| Employer contribution / active EE | $0 | $6,829-100.0% | $6,166-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $3,798 | $8,986-57.7% | $8,363-54.6% | $6,400-40.6% |
| Admin fee / account holder | $66,713 | $13,783+384.0% | $11,616+474.3% | $11,426+483.9% |