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 | $44,866 | $133,958-66.5% | $112,228-60.0% | $134,475-66.6% |
| Participation rate | 72.7% | 78.6%-5.8pp | 75.1%-2.3pp | 81.2%-8.5pp |
| Annual return | -16.32% | 47.11%-63.4pp | 27.45%-43.8pp | 417.96%-434.3pp |
| Employer contribution / active EE | $2,565 | $4,038-36.5% | $3,635-29.4% | $4,740-45.9% |
| Participant deferral / active EE | $4,376 | $5,291-17.3% | $4,728-7.5% | $6,400-31.6% |
| Admin fee / account holder | $2,084 | $7,489-72.2% | $6,410-67.5% | $11,426-81.8% |