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 | $22,791 | $129,942-82.5% | $104,294-78.1% | $134,475-83.1% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -19.64% | 42.03%-61.7pp | 24.61%-44.2pp | 417.96%-437.6pp |
| Employer contribution / active EE | $996 | $4,184-76.2% | $3,372-70.4% | $4,740-79.0% |
| Participant deferral / active EE | $1,581 | $5,588-71.7% | $4,625-65.8% | $6,400-75.3% |
| Admin fee / account holder | $2,001 | $9,323-78.5% | $7,339-72.7% | $11,426-82.5% |