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 | $61,224 | $142,344-57.0% | $119,609-48.8% | $134,475-54.5% |
| Participation rate | 80.0% | 82.8%-2.8pp | 79.3%+0.7pp | 81.2%-1.2pp |
| Annual return | -17.56% | -12.44%-5.1pp | -14.97%-2.6pp | 417.96%-435.5pp |
| Employer contribution / active EE | $3,503 | $5,222-32.9% | $4,232-17.2% | $4,740-26.1% |
| Participant deferral / active EE | $4,553 | $6,469-29.6% | $5,602-18.7% | $6,400-28.9% |
| Admin fee / account holder | $744 | $13,584-94.5% | $10,323-92.8% | $11,426-93.5% |