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 | $55,605 | $133,958-58.5% | $112,228-50.5% | $134,475-58.7% |
| Participation rate | 70.0% | 78.6%-8.6pp | 75.1%-5.1pp | 81.2%-11.2pp |
| Annual return | -19.20% | 47.11%-66.3pp | 27.45%-46.6pp | 417.96%-437.2pp |
| Employer contribution / active EE | $1,741 | $4,038-56.9% | $3,635-52.1% | $4,740-63.3% |
| Participant deferral / active EE | $3,981 | $5,291-24.7% | $4,728-15.8% | $6,400-37.8% |
| Admin fee / account holder | $5,364 | $7,489-28.4% | $6,410-16.3% | $11,426-53.1% |