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 | $54,420 | $133,958-59.4% | $112,228-51.5% | $134,475-59.5% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -16.01% | 47.11%-63.1pp | 27.45%-43.5pp | 417.96%-434.0pp |
| Employer contribution / active EE | $1,894 | $4,038-53.1% | $3,635-47.9% | $4,740-60.0% |
| Participant deferral / active EE | $3,958 | $5,291-25.2% | $4,728-16.3% | $6,400-38.2% |
| Admin fee / account holder | $27,758 | $7,489+270.7% | $6,410+333.0% | $11,426+142.9% |