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 | $56,177 | $95,971-41.5% | $74,550-24.6% | $135,375-58.5% |
| Participation rate | 79.2% | 75.7%+3.5pp | 69.1%+10.0pp | 82.6%-3.5pp |
| Annual return | -7.45% | 56.96%-64.4pp | 32.53%-40.0pp | 519.73%-527.2pp |
| Employer contribution / active EE | $2,339 | $2,716-13.9% | $1,961+19.3% | $4,779-51.1% |
| Participant deferral / active EE | $3,876 | $3,843+0.8% | $3,108+24.7% | $5,609-30.9% |
| Admin fee / account holder | $2,989 | $6,522-54.2% | $5,060-40.9% | $10,827-72.4% |