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 | $55,119 | $106,543-48.3% | $91,220-39.6% | $134,475-59.0% |
| Participation rate | 75.0% | 76.8%-1.8pp | 73.2%+1.8pp | 81.2%-6.2pp |
| Annual return | -14.39% | 160.60%-175.0pp | 114.01%-128.4pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,757 | $3,331-47.3% | $2,850-38.4% | $4,740-62.9% |
| Participant deferral / active EE | $5,464 | $4,719+15.8% | $4,234+29.1% | $6,400-14.6% |
| Admin fee / account holder | $3,378 | $6,231-45.8% | $5,420-37.7% | $11,426-70.4% |