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 | $52,673 | $152,509-65.5% | $117,472-55.2% | $134,475-60.8% |
| Participation rate | 81.8% | 77.1%+4.7pp | 70.6%+11.2pp | 81.2%+0.6pp |
| Annual return | -13.22% | 52.99%-66.2pp | 29.74%-43.0pp | 417.96%-431.2pp |
| Employer contribution / active EE | $1,548 | $5,571-72.2% | $4,176-62.9% | $4,740-67.3% |
| Participant deferral / active EE | $2,615 | $4,818-45.7% | $4,070-35.8% | $6,400-59.1% |
| Admin fee / account holder | $502 | $7,004-92.8% | $5,645-91.1% | $11,426-95.6% |