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 | $92,390 | $133,958-31.0% | $112,228-17.7% | $134,475-31.3% |
| Participation rate | 81.8% | 78.6%+3.3pp | 75.1%+6.8pp | 81.2%+0.6pp |
| Annual return | -18.52% | 47.11%-65.6pp | 27.45%-46.0pp | 417.96%-436.5pp |
| Employer contribution / active EE | $2,448 | $4,038-39.4% | $3,635-32.7% | $4,740-48.4% |
| Participant deferral / active EE | $3,185 | $5,291-39.8% | $4,728-32.6% | $6,400-50.2% |
| Admin fee / account holder | $698 | $7,489-90.7% | $6,410-89.1% | $11,426-93.9% |