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 | $28,620 | $129,942-78.0% | $104,294-72.6% | $134,475-78.7% |
| Participation rate | 78.9% | 79.5%-0.6pp | 73.3%+5.7pp | 81.2%-2.3pp |
| Annual return | -14.24% | 42.03%-56.3pp | 24.61%-38.9pp | 417.96%-432.2pp |
| Employer contribution / active EE | $1,861 | $4,184-55.5% | $3,372-44.8% | $4,740-60.7% |
| Participant deferral / active EE | $4,518 | $5,588-19.1% | $4,625-2.3% | $6,400-29.4% |
| Admin fee / account holder | $527 | $9,323-94.4% | $7,339-92.8% | $11,426-95.4% |