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 | $69,912 | $133,958-47.8% | $112,228-37.7% | $134,475-48.0% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.1%+2.7pp | 81.2%-3.4pp |
| Annual return | -19.33% | 47.11%-66.4pp | 27.45%-46.8pp | 417.96%-437.3pp |
| Employer contribution / active EE | $1,876 | $4,038-53.6% | $3,635-48.4% | $4,740-60.4% |
| Participant deferral / active EE | $4,017 | $5,291-24.1% | $4,728-15.0% | $6,400-37.2% |
| Admin fee / account holder | $944 | $7,489-87.4% | $6,410-85.3% | $11,426-91.7% |