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 | $69,289 | $95,971-27.8% | $74,550-7.1% | $135,375-48.8% |
| Participation rate | 70.6% | 75.7%-5.1pp | 69.1%+1.4pp | 82.6%-12.1pp |
| Annual return | -4.76% | 56.96%-61.7pp | 32.53%-37.3pp | 519.73%-524.5pp |
| Employer contribution / active EE | $1,460 | $2,716-46.2% | $1,961-25.5% | $4,779-69.4% |
| Participant deferral / active EE | $4,084 | $3,843+6.2% | $3,108+31.4% | $5,609-27.2% |
| Admin fee / account holder | $874 | $6,522-86.6% | $5,060-82.7% | $10,827-91.9% |