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 | $102,737 | $133,958-23.3% | $112,228-8.5% | $134,475-23.6% |
| Participation rate | 73.3% | 78.6%-5.2pp | 75.1%-1.7pp | 81.2%-7.9pp |
| Annual return | -15.05% | 47.11%-62.2pp | 27.45%-42.5pp | 417.96%-433.0pp |
| Employer contribution / active EE | $1,828 | $4,038-54.7% | $3,635-49.7% | $4,740-61.4% |
| Participant deferral / active EE | $6,566 | $5,291+24.1% | $4,728+38.9% | $6,400+2.6% |
| Admin fee / account holder | $4,304 | $7,489-42.5% | $6,410-32.9% | $11,426-62.3% |