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 | $33,670 | $152,509-77.9% | $117,472-71.3% | $134,475-75.0% |
| Participation rate | 70.8% | 77.1%-6.3pp | 70.6%+0.2pp | 81.2%-10.4pp |
| Annual return | -13.37% | 52.99%-66.4pp | 29.74%-43.1pp | 417.96%-431.3pp |
| Employer contribution / active EE | $1,269 | $5,571-77.2% | $4,176-69.6% | $4,740-73.2% |
| Participant deferral / active EE | $2,093 | $4,818-56.6% | $4,070-48.6% | $6,400-67.3% |
| Admin fee / account holder | $2,722 | $7,004-61.1% | $5,645-51.8% | $11,426-76.2% |