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 | $77,506 | $129,942-40.4% | $104,294-25.7% | $134,475-42.4% |
| Participation rate | 76.5% | 79.5%-3.1pp | 73.3%+3.2pp | 81.2%-4.8pp |
| Annual return | -20.14% | 42.03%-62.2pp | 24.61%-44.8pp | 417.96%-438.1pp |
| Employer contribution / active EE | $4,223 | $4,184+0.9% | $3,372+25.2% | $4,740-10.9% |
| Participant deferral / active EE | $1,895 | $5,588-66.1% | $4,625-59.0% | $6,400-70.4% |
| Admin fee / account holder | $719 | $9,323-92.3% | $7,339-90.2% | $11,426-93.7% |