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 | $68,508 | $95,971-28.6% | $74,550-8.1% | $135,375-49.4% |
| Participation rate | 77.8% | 75.7%+2.1pp | 69.1%+8.6pp | 82.6%-4.9pp |
| Annual return | -9.11% | 56.96%-66.1pp | 32.53%-41.6pp | 519.73%-528.8pp |
| Employer contribution / active EE | $2,482 | $2,716-8.6% | $1,961+26.6% | $4,779-48.1% |
| Participant deferral / active EE | $3,909 | $3,843+1.7% | $3,108+25.8% | $5,609-30.3% |
| Admin fee / account holder | $592 | $6,522-90.9% | $5,060-88.3% | $10,827-94.5% |