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 | $57,513 | $129,942-55.7% | $104,294-44.9% | $134,475-57.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 73.3%+1.7pp | 81.2%-6.2pp |
| Annual return | -12.04% | 42.03%-54.1pp | 24.61%-36.6pp | 417.96%-430.0pp |
| Employer contribution / active EE | $2,769 | $4,184-33.8% | $3,372-17.9% | $4,740-41.6% |
| Participant deferral / active EE | $5,192 | $5,588-7.1% | $4,625+12.3% | $6,400-18.9% |
| Admin fee / account holder | $42,952 | $9,323+360.7% | $7,339+485.2% | $11,426+275.9% |