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 | $43,531 | $152,509-71.5% | $117,472-62.9% | $134,475-67.6% |
| Participation rate | 84.2% | 77.1%+7.1pp | 70.6%+13.6pp | 81.2%+3.0pp |
| Annual return | -15.07% | 52.99%-68.1pp | 29.74%-44.8pp | 417.96%-433.0pp |
| Employer contribution / active EE | $831 | $5,571-85.1% | $4,176-80.1% | $4,740-82.5% |
| Participant deferral / active EE | $2,799 | $4,818-41.9% | $4,070-31.2% | $6,400-56.3% |
| Admin fee / account holder | $1,992 | $7,004-71.6% | $5,645-64.7% | $11,426-82.6% |