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 | $27,884 | $133,958-79.2% | $112,228-75.2% | $134,475-79.3% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.1%+6.2pp | 81.2%0pp |
| Annual return | -18.35% | 47.11%-65.5pp | 27.45%-45.8pp | 417.96%-436.3pp |
| Employer contribution / active EE | $0 | $4,038-100.0% | $3,635-100.0% | $4,740-100.0% |
| Participant deferral / active EE | $2,165 | $5,291-59.1% | $4,728-54.2% | $6,400-66.2% |
| Admin fee / account holder | $446 | $7,489-94.0% | $6,410-93.0% | $11,426-96.1% |