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 | $27,155 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -17.06% | 47.11%-64.2pp | 27.45%-44.5pp | 417.96%-435.0pp |
| Employer contribution / active EE | $1,269 | $4,038-68.6% | $3,635-65.1% | $4,740-73.2% |
| Participant deferral / active EE | $2,144 | $5,291-59.5% | $4,728-54.6% | $6,400-66.5% |
| Admin fee / account holder | $2,061 | $7,489-72.5% | $6,410-67.8% | $11,426-82.0% |