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 | $57,009 | $129,942-56.1% | $104,294-45.3% | $134,475-57.6% |
| Participation rate | 94.7% | 79.5%+15.2pp | 73.3%+21.5pp | 81.2%+13.5pp |
| Annual return | -17.28% | 42.03%-59.3pp | 24.61%-41.9pp | 417.96%-435.2pp |
| Employer contribution / active EE | $2,874 | $4,184-31.3% | $3,372-14.8% | $4,740-39.4% |
| Participant deferral / active EE | $7,097 | $5,588+27.0% | $4,625+53.5% | $6,400+10.9% |
| Admin fee / account holder | $2,484 | $9,323-73.4% | $7,339-66.2% | $11,426-78.3% |