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 | $51,524 | $105,860-51.3% | $90,749-43.2% | $134,475-61.7% |
| Participation rate | 71.4% | 78.2%-6.8pp | 75.7%-4.3pp | 81.2%-9.8pp |
| Annual return | -9.29% | -11.01%+1.7pp | -12.16%+2.9pp | 417.96%-427.3pp |
| Employer contribution / active EE | $1,284 | $3,462-62.9% | $2,921-56.0% | $4,740-72.9% |
| Participant deferral / active EE | $3,136 | $5,216-39.9% | $4,564-31.3% | $6,400-51.0% |
| Admin fee / account holder | $4,772 | $13,938-65.8% | $8,445-43.5% | $11,426-58.2% |