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 | $44,669 | $129,942-65.6% | $104,294-57.2% | $134,475-66.8% |
| Participation rate | 72.7% | 79.5%-6.8pp | 73.3%-0.5pp | 81.2%-8.5pp |
| Annual return | -18.80% | 42.03%-60.8pp | 24.61%-43.4pp | 417.96%-436.8pp |
| Employer contribution / active EE | $1,282 | $4,184-69.4% | $3,372-62.0% | $4,740-72.9% |
| Participant deferral / active EE | $3,473 | $5,588-37.8% | $4,625-24.9% | $6,400-45.7% |
| Admin fee / account holder | $1,577 | $9,323-83.1% | $7,339-78.5% | $11,426-86.2% |