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 | $48,710 | $129,942-62.5% | $104,294-53.3% | $134,475-63.8% |
| Participation rate | 71.4% | 79.5%-8.1pp | 73.3%-1.8pp | 81.2%-9.8pp |
| Annual return | -18.01% | 42.03%-60.0pp | 24.61%-42.6pp | 417.96%-436.0pp |
| Employer contribution / active EE | $1,435 | $4,184-65.7% | $3,372-57.4% | $4,740-69.7% |
| Participant deferral / active EE | $5,107 | $5,588-8.6% | $4,625+10.4% | $6,400-20.2% |
| Admin fee / account holder | $5,131 | $9,323-45.0% | $7,339-30.1% | $11,426-55.1% |