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 | $60,024 | $133,958-55.2% | $112,228-46.5% | $134,475-55.4% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -20.10% | 47.11%-67.2pp | 27.45%-47.6pp | 417.96%-438.1pp |
| Employer contribution / active EE | $1,040 | $4,038-74.3% | $3,635-71.4% | $4,740-78.1% |
| Participant deferral / active EE | $2,738 | $5,291-48.2% | $4,728-42.1% | $6,400-57.2% |
| Admin fee / account holder | $313 | $7,489-95.8% | $6,410-95.1% | $11,426-97.3% |