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 | $65,945 | $88,594-25.6% | $70,092-5.9% | $134,475-51.0% |
| Participation rate | 82.4% | 74.9%+7.4pp | 70.5%+11.9pp | 81.2%+1.1pp |
| Annual return | -16.24% | 442.67%-458.9pp | 190.73%-207.0pp | 417.96%-434.2pp |
| Employer contribution / active EE | $1,798 | $3,233-44.4% | $2,559-29.7% | $4,740-62.1% |
| Participant deferral / active EE | $4,048 | $4,772-15.2% | $3,849+5.2% | $6,400-36.8% |
| Admin fee / account holder | $2,022 | $10,441-80.6% | $6,267-67.7% | $11,426-82.3% |