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 | $75,488 | $93,024-18.9% | $77,024-2.0% | $134,475-43.9% |
| Participation rate | 72.2% | 74.5%-2.3pp | 67.9%+4.3pp | 81.2%-9.0pp |
| Annual return | -18.76% | 62.60%-81.4pp | 42.32%-61.1pp | 417.96%-436.7pp |
| Employer contribution / active EE | $1,564 | $3,418-54.2% | $2,812-44.4% | $4,740-67.0% |
| Participant deferral / active EE | $3,902 | $5,238-25.5% | $4,426-11.9% | $6,400-39.0% |
| Admin fee / account holder | $2,138 | $6,944-69.2% | $5,425-60.6% | $11,426-81.3% |