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 | $18,797 | $95,862-80.4% | $79,550-76.4% | $134,475-86.0% |
| Participation rate | 75.0% | 75.0%0pp | 69.5%+5.5pp | 81.2%-6.2pp |
| Annual return | -14.92% | -2.69%-12.2pp | 0.16%-15.1pp | 417.96%-432.9pp |
| Employer contribution / active EE | $1,656 | $3,128-47.1% | $2,413-31.4% | $4,740-65.1% |
| Participant deferral / active EE | $1,837 | $4,693-60.9% | $3,985-53.9% | $6,400-71.3% |
| Admin fee / account holder | $5,029 | $9,126-44.9% | $6,832-26.4% | $11,426-56.0% |