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 | $76,699 | $152,509-49.7% | $117,472-34.7% | $134,475-43.0% |
| Participation rate | 78.6% | 77.1%+1.5pp | 70.6%+8.0pp | 81.2%-2.7pp |
| Annual return | -14.86% | 52.99%-67.8pp | 29.74%-44.6pp | 417.96%-432.8pp |
| Employer contribution / active EE | $1,935 | $5,571-65.3% | $4,176-53.7% | $4,740-59.2% |
| Participant deferral / active EE | $4,751 | $4,818-1.4% | $4,070+16.7% | $6,400-25.8% |
| Admin fee / account holder | $537 | $7,004-92.3% | $5,645-90.5% | $11,426-95.3% |