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 | $35,050 | $93,024-62.3% | $77,024-54.5% | $134,475-73.9% |
| Participation rate | 70.0% | 74.5%-4.5pp | 67.9%+2.1pp | 81.2%-11.2pp |
| Annual return | -18.54% | 62.60%-81.1pp | 42.32%-60.9pp | 417.96%-436.5pp |
| Employer contribution / active EE | $1,618 | $3,418-52.7% | $2,812-42.5% | $4,740-65.9% |
| Participant deferral / active EE | $3,382 | $5,238-35.4% | $4,426-23.6% | $6,400-47.2% |
| Admin fee / account holder | $4,301 | $6,944-38.1% | $5,425-20.7% | $11,426-62.4% |