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 | $101,729 | $133,958-24.1% | $112,228-9.4% | $134,475-24.4% |
| Participation rate | 78.3% | 78.6%-0.3pp | 75.1%+3.2pp | 81.2%-3.0pp |
| Annual return | -6.48% | 47.11%-53.6pp | 27.45%-33.9pp | 417.96%-424.4pp |
| Employer contribution / active EE | $2,150 | $4,038-46.8% | $3,635-40.9% | $4,740-54.6% |
| Participant deferral / active EE | $4,251 | $5,291-19.6% | $4,728-10.1% | $6,400-33.6% |
| Admin fee / account holder | $6,001 | $7,489-19.9% | $6,410-6.4% | $11,426-47.5% |