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 | $59,548 | $152,509-61.0% | $117,472-49.3% | $134,475-55.7% |
| Participation rate | 84.6% | 77.1%+7.5pp | 70.6%+14.0pp | 81.2%+3.4pp |
| Annual return | -17.11% | 52.99%-70.1pp | 29.74%-46.8pp | 417.96%-435.1pp |
| Employer contribution / active EE | $2,074 | $5,571-62.8% | $4,176-50.3% | $4,740-56.2% |
| Participant deferral / active EE | $3,401 | $4,818-29.4% | $4,070-16.4% | $6,400-46.9% |
| Admin fee / account holder | $997 | $7,004-85.8% | $5,645-82.3% | $11,426-91.3% |