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 | $44,964 | $95,971-53.1% | $74,550-39.7% | $135,375-66.8% |
| Participation rate | 72.7% | 75.7%-2.9pp | 69.1%+3.6pp | 82.6%-9.9pp |
| Annual return | -2.91% | 56.96%-59.9pp | 32.53%-35.4pp | 519.73%-522.6pp |
| Employer contribution / active EE | $1,182 | $2,716-56.5% | $1,961-39.7% | $4,779-75.3% |
| Participant deferral / active EE | $1,094 | $3,843-71.5% | $3,108-64.8% | $5,609-80.5% |
| Admin fee / account holder | $2,484 | $6,522-61.9% | $5,060-50.9% | $10,827-77.1% |