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 | $79,067 | $129,942-39.2% | $104,294-24.2% | $134,475-41.2% |
| Participation rate | 95.8% | 79.5%+16.3pp | 73.3%+22.6pp | 81.2%+14.6pp |
| Annual return | -17.30% | 42.03%-59.3pp | 24.61%-41.9pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,701 | $4,184-59.3% | $3,372-49.5% | $4,740-64.1% |
| Participant deferral / active EE | $2,596 | $5,588-53.6% | $4,625-43.9% | $6,400-59.4% |
| Admin fee / account holder | $3,822 | $9,323-59.0% | $7,339-47.9% | $11,426-66.6% |