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 | $32,599 | $100,754-67.6% | $86,677-62.4% | $134,475-75.8% |
| Participation rate | 80.0% | 78.9%+1.1pp | 76.6%+3.4pp | 81.2%-1.2pp |
| Annual return | -17.73% | 29.04%-46.8pp | 35.91%-53.6pp | 417.96%-435.7pp |
| Employer contribution / active EE | $1,460 | $3,489-58.1% | $2,836-48.5% | $4,740-69.2% |
| Participant deferral / active EE | $3,933 | $5,338-26.3% | $4,656-15.5% | $6,400-38.5% |
| Admin fee / account holder | $4,909 | $10,926-55.1% | $7,493-34.5% | $11,426-57.0% |