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 | $51,021 | $129,942-60.7% | $104,294-51.1% | $134,475-62.1% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -6.27% | 42.03%-48.3pp | 24.61%-30.9pp | 417.96%-424.2pp |
| Employer contribution / active EE | $2,105 | $4,184-49.7% | $3,372-37.6% | $4,740-55.6% |
| Participant deferral / active EE | $4,929 | $5,588-11.8% | $4,625+6.6% | $6,400-23.0% |
| Admin fee / account holder | $73,831 | $9,323+691.9% | $7,339+905.9% | $11,426+546.2% |