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 | $56,571 | $133,958-57.8% | $112,228-49.6% | $134,475-57.9% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -18.22% | 47.11%-65.3pp | 27.45%-45.7pp | 417.96%-436.2pp |
| Employer contribution / active EE | $2,019 | $4,038-50.0% | $3,635-44.5% | $4,740-57.4% |
| Participant deferral / active EE | $2,822 | $5,291-46.7% | $4,728-40.3% | $6,400-55.9% |
| Admin fee / account holder | $5,434 | $7,489-27.4% | $6,410-15.2% | $11,426-52.4% |