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 | $39,795 | $133,958-70.3% | $112,228-64.5% | $134,475-70.4% |
| Participation rate | 82.4% | 78.6%+3.8pp | 75.1%+7.3pp | 81.2%+1.1pp |
| Annual return | -15.07% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,444 | $4,038-64.2% | $3,635-60.3% | $4,740-69.5% |
| Participant deferral / active EE | $3,096 | $5,291-41.5% | $4,728-34.5% | $6,400-51.6% |
| Admin fee / account holder | $2,601 | $7,489-65.3% | $6,410-59.4% | $11,426-77.2% |