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 | $80,330 | $129,942-38.2% | $104,294-23.0% | $134,475-40.3% |
| Participation rate | 76.9% | 79.5%-2.6pp | 73.3%+3.7pp | 81.2%-4.3pp |
| Annual return | -14.38% | 42.03%-56.4pp | 24.61%-39.0pp | 417.96%-432.3pp |
| Employer contribution / active EE | $2,282 | $4,184-45.5% | $3,372-32.3% | $4,740-51.9% |
| Participant deferral / active EE | $0 | $5,588-100.0% | $4,625-100.0% | $6,400-100.0% |
| Admin fee / account holder | $6,813 | $9,323-26.9% | $7,339-7.2% | $11,426-40.4% |