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 | $27,206 | $133,958-79.7% | $112,228-75.8% | $134,475-79.8% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.1%-0.1pp | 81.2%-6.2pp |
| Annual return | -19.27% | 47.11%-66.4pp | 27.45%-46.7pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,621 | $4,038-59.8% | $3,635-55.4% | $4,740-65.8% |
| Participant deferral / active EE | $3,706 | $5,291-29.9% | $4,728-21.6% | $6,400-42.1% |
| Admin fee / account holder | $2,664 | $7,489-64.4% | $6,410-58.4% | $11,426-76.7% |