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 | $51,834 | $152,509-66.0% | $117,472-55.9% | $134,475-61.5% |
| Participation rate | 70.0% | 77.1%-7.1pp | 70.6%-0.6pp | 81.2%-11.2pp |
| Annual return | -19.53% | 52.99%-72.5pp | 29.74%-49.3pp | 417.96%-437.5pp |
| Employer contribution / active EE | $1,592 | $5,571-71.4% | $4,176-61.9% | $4,740-66.4% |
| Participant deferral / active EE | $2,452 | $4,818-49.1% | $4,070-39.8% | $6,400-61.7% |
| Admin fee / account holder | $569 | $7,004-91.9% | $5,645-89.9% | $11,426-95.0% |