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 | $63,478 | $106,543-40.4% | $91,220-30.4% | $134,475-52.8% |
| Participation rate | 87.0% | 76.8%+10.1pp | 73.2%+13.8pp | 81.2%+5.7pp |
| Annual return | -16.23% | 160.60%-176.8pp | 114.01%-130.2pp | 417.96%-434.2pp |
| Employer contribution / active EE | $2,698 | $3,331-19.0% | $2,850-5.3% | $4,740-43.1% |
| Participant deferral / active EE | $3,964 | $4,719-16.0% | $4,234-6.4% | $6,400-38.1% |
| Admin fee / account holder | $1,889 | $6,231-69.7% | $5,420-65.1% | $11,426-83.5% |