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 | $65,242 | $133,958-51.3% | $112,228-41.9% | $134,475-51.5% |
| Participation rate | 70.6% | 78.6%-8.0pp | 75.1%-4.5pp | 81.2%-10.6pp |
| Annual return | -16.29% | 47.11%-63.4pp | 27.45%-43.7pp | 417.96%-434.3pp |
| Employer contribution / active EE | $3,284 | $4,038-18.7% | $3,635-9.7% | $4,740-30.7% |
| Participant deferral / active EE | $5,622 | $5,291+6.3% | $4,728+18.9% | $6,400-12.2% |
| Admin fee / account holder | $321 | $7,489-95.7% | $6,410-95.0% | $11,426-97.2% |