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 | $22,027 | $129,942-83.0% | $104,294-78.9% | $134,475-83.6% |
| Participation rate | 81.3% | 79.5%+1.7pp | 73.3%+8.0pp | 81.2%0pp |
| Annual return | -11.18% | 42.03%-53.2pp | 24.61%-35.8pp | 417.96%-429.1pp |
| Employer contribution / active EE | $1,205 | $4,184-71.2% | $3,372-64.3% | $4,740-74.6% |
| Participant deferral / active EE | $1,925 | $5,588-65.5% | $4,625-58.4% | $6,400-69.9% |
| Admin fee / account holder | $7,300 | $9,323-21.7% | $7,339-0.5% | $11,426-36.1% |