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 | $58,207 | $133,958-56.5% | $112,228-48.1% | $134,475-56.7% |
| Participation rate | 76.2% | 78.6%-2.4pp | 75.1%+1.1pp | 81.2%-5.0pp |
| Annual return | -18.42% | 47.11%-65.5pp | 27.45%-45.9pp | 417.96%-436.4pp |
| Employer contribution / active EE | $2,131 | $4,038-47.2% | $3,635-41.4% | $4,740-55.0% |
| Participant deferral / active EE | $5,775 | $5,291+9.2% | $4,728+22.1% | $6,400-9.8% |
| Admin fee / account holder | $749 | $7,489-90.0% | $6,410-88.3% | $11,426-93.4% |