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 | $52,703 | $95,971-45.1% | $74,550-29.3% | $135,375-61.1% |
| Participation rate | 85.7% | 75.7%+10.1pp | 69.1%+16.6pp | 82.6%+3.1pp |
| Annual return | -6.57% | 56.96%-63.5pp | 32.53%-39.1pp | 519.73%-526.3pp |
| Employer contribution / active EE | $1,493 | $2,716-45.0% | $1,961-23.9% | $4,779-68.8% |
| Participant deferral / active EE | $3,066 | $3,843-20.2% | $3,108-1.4% | $5,609-45.3% |
| Admin fee / account holder | $399 | $6,522-93.9% | $5,060-92.1% | $10,827-96.3% |