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 | $75,575 | $129,942-41.8% | $104,294-27.5% | $134,475-43.8% |
| Participation rate | 70.8% | 79.5%-8.7pp | 73.3%-2.4pp | 81.2%-10.4pp |
| Annual return | -9.50% | 42.03%-51.5pp | 24.61%-34.1pp | 417.96%-427.5pp |
| Employer contribution / active EE | $2,148 | $4,184-48.7% | $3,372-36.3% | $4,740-54.7% |
| Participant deferral / active EE | $3,878 | $5,588-30.6% | $4,625-16.1% | $6,400-39.4% |
| Admin fee / account holder | $341 | $9,323-96.3% | $7,339-95.4% | $11,426-97.0% |