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 | $127,871 | $95,971+33.2% | $74,550+71.5% | $135,375-5.5% |
| Participation rate | 75.0% | 75.7%-0.7pp | 69.1%+5.9pp | 82.6%-7.6pp |
| Annual return | -5.26% | 56.96%-62.2pp | 32.53%-37.8pp | 519.73%-525.0pp |
| Employer contribution / active EE | $522 | $2,716-80.8% | $1,961-73.4% | $4,779-89.1% |
| Participant deferral / active EE | $5,689 | $3,843+48.0% | $3,108+83.1% | $5,609+1.4% |
| Admin fee / account holder | $963 | $6,522-85.2% | $5,060-81.0% | $10,827-91.1% |