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 | $58,941 | $197,825-70.2% | $155,790-62.2% | $125,391-53.0% |
| Participation rate | 80.0% | 82.1%-2.1pp | 76.1%+3.9pp | 83.2%-3.2pp |
| Annual return | -0.71% | 86.74%-87.5pp | 71.54%-72.3pp | 282.22%-282.9pp |
| Employer contribution / active EE | $2,357 | $4,847-51.4% | $3,836-38.6% | $4,866-51.6% |
| Participant deferral / active EE | $2,729 | $5,630-51.5% | $4,797-43.1% | $5,352-49.0% |
| Admin fee / account holder | $4,330 | $9,545-54.6% | $7,478-42.1% | $9,540-54.6% |