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 | $60,846 | $133,958-54.6% | $112,228-45.8% | $134,475-54.8% |
| Participation rate | 88.2% | 78.6%+9.7pp | 75.1%+13.2pp | 81.2%+7.0pp |
| Annual return | -18.60% | 47.11%-65.7pp | 27.45%-46.0pp | 417.96%-436.6pp |
| Employer contribution / active EE | $2,048 | $4,038-49.3% | $3,635-43.7% | $4,740-56.8% |
| Participant deferral / active EE | $2,953 | $5,291-44.2% | $4,728-37.5% | $6,400-53.9% |
| Admin fee / account holder | $5,018 | $7,489-33.0% | $6,410-21.7% | $11,426-56.1% |