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 | $43,674 | $133,958-67.4% | $112,228-61.1% | $134,475-67.5% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -14.47% | 47.11%-61.6pp | 27.45%-41.9pp | 417.96%-432.4pp |
| Employer contribution / active EE | $1,279 | $4,038-68.3% | $3,635-64.8% | $4,740-73.0% |
| Participant deferral / active EE | $1,691 | $5,291-68.0% | $4,728-64.2% | $6,400-73.6% |
| Admin fee / account holder | $883 | $7,489-88.2% | $6,410-86.2% | $11,426-92.3% |