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 | $54,454 | $129,942-58.1% | $104,294-47.8% | $134,475-59.5% |
| Participation rate | 80.0% | 79.5%+0.5pp | 73.3%+6.7pp | 81.2%-1.2pp |
| Annual return | -14.62% | 42.03%-56.7pp | 24.61%-39.2pp | 417.96%-432.6pp |
| Employer contribution / active EE | $2,264 | $4,184-45.9% | $3,372-32.8% | $4,740-52.2% |
| Participant deferral / active EE | $5,386 | $5,588-3.6% | $4,625+16.4% | $6,400-15.8% |
| Admin fee / account holder | $3,140 | $9,323-66.3% | $7,339-57.2% | $11,426-72.5% |