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 | $52,597 | $133,958-60.7% | $112,228-53.1% | $134,475-60.9% |
| Participation rate | 78.9% | 78.6%+0.4pp | 75.1%+3.9pp | 81.2%-2.3pp |
| Annual return | -18.94% | 47.11%-66.1pp | 27.45%-46.4pp | 417.96%-436.9pp |
| Employer contribution / active EE | $2,747 | $4,038-32.0% | $3,635-24.4% | $4,740-42.0% |
| Participant deferral / active EE | $5,589 | $5,291+5.6% | $4,728+18.2% | $6,400-12.7% |
| Admin fee / account holder | $4,050 | $7,489-45.9% | $6,410-36.8% | $11,426-64.6% |