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 | $47,937 | $129,942-63.1% | $104,294-54.0% | $134,475-64.4% |
| Participation rate | 92.3% | 79.5%+12.8pp | 73.3%+19.0pp | 81.2%+11.1pp |
| Annual return | -15.77% | 42.03%-57.8pp | 24.61%-40.4pp | 417.96%-433.7pp |
| Employer contribution / active EE | $2,099 | $4,184-49.8% | $3,372-37.7% | $4,740-55.7% |
| Participant deferral / active EE | $3,171 | $5,588-43.2% | $4,625-31.4% | $6,400-50.4% |
| Admin fee / account holder | $778 | $9,323-91.7% | $7,339-89.4% | $11,426-93.2% |