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 | $63,664 | $129,942-51.0% | $104,294-39.0% | $134,475-52.7% |
| Participation rate | 72.2% | 79.5%-7.3pp | 73.3%-1.0pp | 81.2%-9.0pp |
| Annual return | -17.54% | 42.03%-59.6pp | 24.61%-42.2pp | 417.96%-435.5pp |
| Employer contribution / active EE | $2,464 | $4,184-41.1% | $3,372-26.9% | $4,740-48.0% |
| Participant deferral / active EE | $3,890 | $5,588-30.4% | $4,625-15.9% | $6,400-39.2% |
| Admin fee / account holder | $1,125 | $9,323-87.9% | $7,339-84.7% | $11,426-90.2% |