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 | $52,115 | $129,942-59.9% | $104,294-50.0% | $134,475-61.2% |
| Participation rate | 76.2% | 79.5%-3.3pp | 73.3%+2.9pp | 81.2%-5.0pp |
| Annual return | -13.28% | 42.03%-55.3pp | 24.61%-37.9pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,308 | $4,184-68.7% | $3,372-61.2% | $4,740-72.4% |
| Participant deferral / active EE | $4,166 | $5,588-25.4% | $4,625-9.9% | $6,400-34.9% |
| Admin fee / account holder | $1,764 | $9,323-81.1% | $7,339-76.0% | $11,426-84.6% |