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 | $61,807 | $152,509-59.5% | $117,472-47.4% | $134,475-54.0% |
| Participation rate | 73.3% | 77.1%-3.8pp | 70.6%+2.7pp | 81.2%-7.9pp |
| Annual return | -17.81% | 52.99%-70.8pp | 29.74%-47.5pp | 417.96%-435.8pp |
| Employer contribution / active EE | $877 | $5,571-84.3% | $4,176-79.0% | $4,740-81.5% |
| Participant deferral / active EE | $3,380 | $4,818-29.8% | $4,070-17.0% | $6,400-47.2% |
| Admin fee / account holder | $2,163 | $7,004-69.1% | $5,645-61.7% | $11,426-81.1% |