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 | $43,527 | $133,958-67.5% | $112,228-61.2% | $134,475-67.6% |
| Participation rate | 73.9% | 78.6%-4.6pp | 75.1%-1.1pp | 81.2%-7.3pp |
| Annual return | -18.89% | 47.11%-66.0pp | 27.45%-46.3pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,120 | $4,038-47.5% | $3,635-41.7% | $4,740-55.3% |
| Participant deferral / active EE | $2,592 | $5,291-51.0% | $4,728-45.2% | $6,400-59.5% |
| Admin fee / account holder | $5,145 | $7,489-31.3% | $6,410-19.7% | $11,426-55.0% |