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 | $62,579 | $97,757-36.0% | $83,848-25.4% | $135,375-53.8% |
| Participation rate | 77.8% | 80.0%-2.2pp | 76.1%+1.6pp | 82.6%-4.9pp |
| Annual return | -3.58% | 1287.37%-1291.0pp | 850.88%-854.5pp | 519.73%-523.3pp |
| Employer contribution / active EE | $2,939 | $4,222-30.4% | $3,631-19.1% | $4,779-38.5% |
| Participant deferral / active EE | $3,751 | $4,682-19.9% | $4,082-8.1% | $5,609-33.1% |
| Admin fee / account holder | $5,321 | $6,674-20.3% | $5,478-2.9% | $10,827-50.9% |