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 | $34,464 | $152,509-77.4% | $117,472-70.7% | $134,475-74.4% |
| Participation rate | 93.8% | 77.1%+16.7pp | 70.6%+23.2pp | 81.2%+12.5pp |
| Annual return | -15.55% | 52.99%-68.5pp | 29.74%-45.3pp | 417.96%-433.5pp |
| Employer contribution / active EE | $1,744 | $5,571-68.7% | $4,176-58.2% | $4,740-63.2% |
| Participant deferral / active EE | $5,635 | $4,818+17.0% | $4,070+38.4% | $6,400-12.0% |
| Admin fee / account holder | $2,161 | $7,004-69.1% | $5,645-61.7% | $11,426-81.1% |