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 | $38,075 | $133,958-71.6% | $112,228-66.1% | $134,475-71.7% |
| Participation rate | 72.2% | 78.6%-6.3pp | 75.1%-2.8pp | 81.2%-9.0pp |
| Annual return | -15.02% | 47.11%-62.1pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,688 | $4,038-58.2% | $3,635-53.6% | $4,740-64.4% |
| Participant deferral / active EE | $2,959 | $5,291-44.1% | $4,728-37.4% | $6,400-53.8% |
| Admin fee / account holder | $3,477 | $7,489-53.6% | $6,410-45.8% | $11,426-69.6% |