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 | $45,674 | $133,958-65.9% | $112,228-59.3% | $134,475-66.0% |
| Participation rate | 86.4% | 78.6%+7.8pp | 75.1%+11.3pp | 81.2%+5.1pp |
| Annual return | -16.49% | 47.11%-63.6pp | 27.45%-43.9pp | 417.96%-434.4pp |
| Employer contribution / active EE | $3,106 | $4,038-23.1% | $3,635-14.5% | $4,740-34.5% |
| Participant deferral / active EE | $3,628 | $5,291-31.4% | $4,728-23.3% | $6,400-43.3% |
| Admin fee / account holder | $1,580 | $7,489-78.9% | $6,410-75.3% | $11,426-86.2% |