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 | $36,084 | $82,664-56.3% | $125,339-71.2% | $68,494-47.3% |
| Participation rate | 75.0% | 75.0%0pp | 82.4%-7.4pp | 67.9%+7.1pp |
| Annual return | -17.10% | -5.97%-11.1pp | 572.05%-589.2pp | -7.84%-9.3pp |
| Employer contribution / active EE | $1,544 | $3,381-54.3% | $4,814-67.9% | $2,596-40.5% |
| Participant deferral / active EE | $9,295 | $6,110+52.1% | $7,446+24.8% | $4,027+130.8% |
| Admin fee / account holder | $8,051 | $6,275+28.3% | $10,010-19.6% | $5,403+49.0% |