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 | $42,499 | $129,942-67.3% | $104,294-59.3% | $134,475-68.4% |
| Participation rate | 70.6% | 79.5%-8.9pp | 73.3%-2.7pp | 81.2%-10.6pp |
| Annual return | -16.32% | 42.03%-58.4pp | 24.61%-40.9pp | 417.96%-434.3pp |
| Employer contribution / active EE | $1,500 | $4,184-64.1% | $3,372-55.5% | $4,740-68.3% |
| Participant deferral / active EE | $2,972 | $5,588-46.8% | $4,625-35.7% | $6,400-53.6% |
| Admin fee / account holder | $3,514 | $9,323-62.3% | $7,339-52.1% | $11,426-69.2% |