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 | $61,239 | $82,286-25.6% | $68,791-11.0% | $134,475-54.5% |
| Participation rate | 73.3% | 75.1%-1.7pp | 69.0%+4.3pp | 81.2%-7.9pp |
| Annual return | -16.14% | -2.19%-13.9pp | -6.38%-9.8pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,112 | $3,301-66.3% | $2,655-58.1% | $4,740-76.5% |
| Participant deferral / active EE | $2,813 | $4,739-40.6% | $3,941-28.6% | $6,400-56.0% |
| Admin fee / account holder | $367 | $6,481-94.3% | $4,932-92.6% | $11,426-96.8% |