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 | $42,723 | $133,958-68.1% | $112,228-61.9% | $134,475-68.2% |
| Participation rate | 70.8% | 78.6%-7.7pp | 75.1%-4.2pp | 81.2%-10.4pp |
| Annual return | -16.11% | 47.11%-63.2pp | 27.45%-43.6pp | 417.96%-434.1pp |
| Employer contribution / active EE | $1,086 | $4,038-73.1% | $3,635-70.1% | $4,740-77.1% |
| Participant deferral / active EE | $2,211 | $5,291-58.2% | $4,728-53.2% | $6,400-65.5% |
| Admin fee / account holder | $19,460 | $7,489+159.9% | $6,410+203.6% | $11,426+70.3% |