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 | $142,076 | $106,543+33.4% | $91,220+55.8% | $134,475+5.7% |
| Participation rate | 72.7% | 76.8%-4.1pp | 73.2%-0.5pp | 81.2%-8.5pp |
| Annual return | -16.25% | 160.60%-176.8pp | 114.01%-130.3pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,734 | $3,331-47.9% | $2,850-39.1% | $4,740-63.4% |
| Participant deferral / active EE | $5,930 | $4,719+25.7% | $4,234+40.1% | $6,400-7.3% |
| Admin fee / account holder | $524 | $6,231-91.6% | $5,420-90.3% | $11,426-95.4% |