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 | $111,892 | $152,509-26.6% | $117,472-4.7% | $134,475-16.8% |
| Participation rate | 75.0% | 77.1%-2.1pp | 70.6%+4.4pp | 81.2%-6.2pp |
| Annual return | -16.13% | 52.99%-69.1pp | 29.74%-45.9pp | 417.96%-434.1pp |
| Employer contribution / active EE | $584 | $5,571-89.5% | $4,176-86.0% | $4,740-87.7% |
| Participant deferral / active EE | $10,954 | $4,818+127.4% | $4,070+169.1% | $6,400+71.2% |
| Admin fee / account holder | $1,403 | $7,004-80.0% | $5,645-75.1% | $11,426-87.7% |