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 | $75,283 | $129,942-42.1% | $104,294-27.8% | $134,475-44.0% |
| Participation rate | 81.8% | 79.5%+2.3pp | 73.3%+8.6pp | 81.2%+0.6pp |
| Annual return | -20.10% | 42.03%-62.1pp | 24.61%-44.7pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,901 | $4,184-54.6% | $3,372-43.6% | $4,740-59.9% |
| Participant deferral / active EE | $5,189 | $5,588-7.1% | $4,625+12.2% | $6,400-18.9% |
| Admin fee / account holder | $1,138 | $9,323-87.8% | $7,339-84.5% | $11,426-90.0% |